Shape the future of client services as Vice President of Wealth and Insurance. Lead compliance, mentor advisors, and drive growth in a team-oriented 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 initiativesCoach advisors on best practices in client managementManage comprehensive compliance across varying jurisdictionsFacilitate advisor training and educational eventsStrengthen partnerships with insurance providersRequirements:Minimum 10 years in wealth management and insuranceActive licensing in Ontario or BC with multi-provincial goalsDemonstrated leadership experience in financial servicesStrong execution skills with strategic insightsExcellent relationship-building and problem-solving capabilitiesSteer a vibrant financial advisory environment by utilizing your background in wealth and insurance services to enhance client experiences and advisor engagements.#J-18808-Ljbffr

📌 Vp Of Wealth And Insurance Services With Strategic Leadership (Toronto)
🏢 Ventum Financial
📍 Toronto