Advance your career with CI Financial as the Estate Planning Vice-President in Toronto, Ontario. This full-time leadership role drives insurance revenue and delivers expert solutions to clients and advisors.
In this strategic position, your focus will be on generating first-year insurance revenue effectively. You will collaborate with Assante advisors and provide tailored insurance solutions for Private Client/Evolution clientele. Your over 10 years of experience, especially in tax and estate planning alongside life insurance products, will be crucial to enhance client offerings.
Key Responsibilities:
• Drive first-year insurance revenue throughout Ontario
• Provide case consultation and marketing assistance
• Prepare risk-based insurance solutions for clients
• Collaborate on insurance issues with Wealth Planning consultants
• Manage communication between back office and advisors
Requirements:
• Minimum 10 years of experience in insurance
• Deep knowledge...