Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.Job Overview We are currently seeking a Regional Vice‑President, Estate Planning to join our Estates & Insurance team. In this role, the successful candidate is responsible for driving overall first‑year insurance revenue within Ontario and with specifically assigned concierge level Assante advisors, and to grow insurance revenue coming from our Private Client/Evolution clients. The successful candidate will also provide advanced case consultation, advanced marketing help, integration with the Wealth Planning Group, and also provide advanced insurance expertise to external inter‑corporate referral partners.What You Will DoPrepare 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.Assist and coach the Estate Planning and Product Solutions Specialist (Inside Sales) on providing a tiered approach to providing service: 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.Allocate marketing budgets to various advisors/event requests based on sound business principles.What You Will BringMinimum 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 a 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 $120,000 to $135,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. 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 subsidised or fully paid for by the company.Un environnement propice à la réussite Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.CE QUE NOUS OFFRONSSiège social moderne situé à distance de marche d’Union StationRemboursement de la formationDésignations professionnelles payéesRégime d’épargne des employés (REE)Programme de rabais d’entrepriseAvantages sociaux collectifs améliorésProgramme de complément de congé parentalCongés payés pour activités bénévolesCI Financial Corp. et toutes ses sociétés affiliées ("CI") s’engage à offrir un environnement de travail équitable et accessible. CI prend en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler ou pour n’importe quelle étape du processus de recrutement, communiquez avec nous à l’adresse , ou appelez le 416 364‑1145, poste 4747.#J-18808-Ljbffr