Champion the integration of wealth and insurance services as a Vice President. Enhance advisor effectiveness and ensure compliance while fostering solid client-centered solutions across multiple financial portfolios.
This dual role merges the leadership of wealth management with insurance services, providing an opportunity to refine client engagement strategies. You will mentor advisors and manage operations while ensuring regulatory compliance in all service areas. The position is pivotal for driving revenue growth and developing an integrated financial planning model.
Key Responsibilities:
• Lead the growth of insurance and wealth revenue services
• Coach investment advisors on client engagement best practices
• Oversee compliance management with regulatory authorities




• Manage operational support for client allocations among advisors
• Develop strategic relationships with insurance partners
Requirements:
• At least 10 years in wealth and insurance management
• Deep knowledge of financial and estate planning
• Active license in your province with additional assets preferred
• Proven experience in leadership and team management
• Strong skills in problem-solving and prioritization
Make a substantial impact in a role that combines leadership with strategic vision within a client-focused financial practice.
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📌 Vice President of Client-Centric Wealth and Insurance Management (Vancouver)
🏢 Ventum Financial
📍 Vancouver