Senior Director, Insurance Programs and Services

Senior Director, Insurance Programs and Services Pay range: CA$160,000.00/yr - CA$180,000.00/yr At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organisation, we are committed to leadership, innovation, partnership, responsibility and community. Working with talented and energetic professionals who exemplify our values every day, our people and the dynamic oneaviso culture set us apart. If you are looking for interesting and challenging work that values its people, find out more about Aviso at The Opportunity We're looking for a Senior Director, Insurance Programs and Services to join our Wealth & Insurance Advisory Services team. Reporting to the VP Wealth Planning and Insurance Advisory Services, you will implement and execute strategic initiatives that accelerate growth of Aviso's insurance line of business. This B2B‑focused role will drive MGA network expansion and advisory solutions, providing thought leadership and guidance on business development including operating structure, sales development, and compensation models with partner Wealth Leaders and Senior Leadership teams in both the credit union and independent channels. As a sales leader you will expand advice‑based services with insurance solutions and lead the insurance sales & advisory team. Who you are Service – you consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner. Execution – you are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes. Collaboration – you work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization. Leadership – you lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in‑depth understanding of your individual team members. What your day looks like Supports the Credit Union Wealth senior leadership team on strategic matters and interacts with other lines of business and corporate divisions to develop a deep understanding of critical issues and manage high priority sales and strategic initiatives. Executes a partner, advisor and client focused development plan to accelerate business growth as part of the three‑year business and operating plan. Act as MGA Agency Nominee in all provinces. Ensures operating model, processes, and framework meet regulatory requirements including supervision requirements. Guide advisor development programs which include insurance planning and sales within mass market all the way to complex estate and business markets. Prospect external partners for the insurance business and gain introductions for prospects through other division leaders in Aviso. Establish and maintain strong business relationships with insurance carriers , systems and software vendors, and AGA relationship. Leads regional insurance consultants in our National Account Managing General Agency (MGA). Work collaboratively with Regional Insurance Consultants (RICS) and the Sales Development and Advice team to provide a full suite of services to a growing number of insurance advisors. Play a key role in delivering corporate insurance growth strategies by ensuring high service standards in the MGA back office, and by managing contracts and relationships with insurance suppliers and vendors. Collaborate with internal team on delivery models and projects. (Sales enablement, partnership team, compensation, operations, IT, business analytics, Hr, strategy etc). Requirements University degree. 12+ years of experience within the insurance industry. Nominee eligible Insurance broker to meet requirements of provincial insurance Councils; and fulfill nominee and supervision requirements. Life licensed within one or more jurisdictions across Canada having experience in direct sales of over 50 cases. In‑depth knowledge and experience of life insurance agency operations, including National Account and MGA contracts, new business and policy service, agent contracting and policy transfers. Financial planning designation is considered an asset. (CFP, RFP, PFP etc.) Ability to navigate through a complex, multi‑level business environment to deliver results and support business development with B2B partners at an executive level. Ability to create value and capitalize on unrealized opportunities in the market. Excellent written and oral communication skills, including understanding stakeholder needs and communicating credibly and effectively to your audience. Critical thinker with ability to apply business expertise and logic to multiple situations. Proven track record of building and maintaining strong relationships. Demonstrates a history of enterprise level effectiveness with a track record of successfully executing key business initiatives. Demonstrated ability to take a collaborative approach with a client centric philosophy. Familiarity with insurance sales process and types of insurance products is preferred. Understanding insurance commissions is an asset. Familiarity with credit union wealth management is also an asset. Business travel, as required. Fluent communication skills in English are required and bilingual in French are an asset. Benefits Competitive compensation package that rewards and recognizes individual contributions. Excellent health, dental and insurance benefits to meet the diverse needs of our employees. Generous vacation time, fitness benefit, parental leave top‑up options. Matching contributions to our retirement program. Commitment to the continuous improvement of our staff through learning & development and an education assistance program. Regular social events to foster teamwork. Equal Employment Opportunity Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. #J-18808-Ljbffr