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 servicesCoach investment advisors on client engagement best practicesOversee compliance management with regulatory authoritiesManage operational support for client allocations among advisorsDevelop strategic relationships with insurance partnersRequirements:At least 10 years in wealth and insurance managementDeep knowledge of financial and estate planningActive license in your province with additional assets preferredProven experience in leadership and team managementStrong skills in problem-solving and prioritizationMake a substantial impact in a role that combines leadership with strategic vision within a client-focused financial practice.#J-18808-Ljbffr

📌 Vice President Of Client-Centric Wealth And Insurance Management (Vancouver)
🏢 Ventum Financial
📍 Vancouver