Shape the future of client services as Vice President of Wealth and Insurance. Lead compliance, mentor advisors, and drive growth in a collaborative financial landscape.

This executive role encompasses overseeing both wealth and insurance services, ensuring advisor accountability and revenue enhancement. Your mission includes guiding advisors through mentorship, developing robust compensation frameworks, and upholding stringent compliance measures. Foster enduring relationships with clients and stakeholders for optimized service delivery.

Key Responsibilities:
• Lead insurance and wealth service revenue initiatives
• Coach advisors on best practices in client management
• Manage comprehensive compliance across varying jurisdictions
• Facilitate advisor training and educational events




• Strengthen partnerships with insurance providers

Requirements:
• Minimum 10 years in wealth management and insurance
• Active licensing in Ontario or BC with multi-provincial goals
• Demonstrated leadership experience in financial services
• Solid execution skills with strategic insights
• Excellent relationship-building and problem-solving capabilities

Steer a vibrant financial advisory environment by utilizing your background in wealth and insurance services to enhance client experiences and advisor engagements.
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📌 VP of Wealth and Insurance Services with Strategic Leadership (Ontario)
🏢 Ventum Financial
📍 Ontario