Regional Vice-president, Estate Planning

2 weeks ago

Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.

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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

WHAT YOU WILL DO
- Prepare advanced risk-based insurance solutions for 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 advanced insurance opportunities
- Work with the local Wealth Planning consultants and Private Client Managers on advanced and/or complex insurance questions and issues,
- 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 be the AEIS responsible party in Quebec for the Quebec Regulators
- 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
- 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
- Be able to manage the message when communicating with advisors and branches
- Bilingual in French & English

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

LI-HYBRID

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