Regional Vice-President, Estate Planning, Ontario

At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.

WHAT YOU WILL DO

• Prepare advanced risk-based insurance solutionsfor Assante advisors and their clients.
• Have extensive knowledge of tax & estate planning issues related to the insurance concepts being marketed.
• Review Wealth Plans/Estate Plans/Financial Plans generated by the Wealth Planning Group for opportunities for advancedinsurance opportunities.
• Work with the local Wealth Planning consultants and Private Client Managers on advanced and/or complex insurance questions and issues
• Assist and coach the Estate Planning and Product Solutions Specialist (Inside Sales) on providing a tiered approach to providing service i.e. one on one meetings where appropriate primarily providing specific assistance via telephone or email general assistance ideas via weekly or monthly email blasts or the use of monthly or quarterly webcasts including branch meetings where appropriate.
• Have an in-depth knowledge of insurance company products concepts and illustration systems.
• Present advanced topics to branches advisors external referral partners
• Have an excellent understanding of Private Client and APC products and where they fit to be able to refer advisors to their Assante Investment Wholesaler where appropriate based on clients investment opportunity.
• Manage the message between the back office and advisors when issues occur and make sure all advisors follow the AEIS Compliance Manual
• To allocate marketing budgets to various advisors/event requests based on sound business principles.

WHAT YOU WILL BRING

• Minimum 10 years experience in a similar position
• Extensive experience dealing with and managing advisors and their expectations.
• Life Insurance and Accident & Sickness Insurance licenses as required for the jurisdiction of duty with further application for all CDN provinces and Territories.
• Advanced knowledge of life insurance company products and illustration software
• Extensive knowledge and experience in personal and corporate insurance planning issues needs analysis and identification and solutions.
• Extensive knowledge and experience in estate planning and business insurance planning
• Ability to multitask and work independently with little supervision.
• Excellent written and oral communication skills
• Be creative thinker and an excellent presenter.
• Highly organized and be able to manage multiple projects at once.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$120000 to $135000. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus addition The Company offers a variety of benefits to eligible employees including health insurance coverage wellness programs life and disability insurance retirement savings plans paid leave programs education-related programs paid holidays and vacation time and many others. Many of these benefits are subsidized or fully paid for by the company

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or call ext. 4747.