Join IMA Financial Group as a Client Engagement Executive, leading enterprise-level client strategies and enhancing business development efforts in employee benefits. Your role will impact both market and enterprise strategies significantly.

You will manage a complex, high-revenue client book, serving as a strategic advisor to key stakeholders. This senior role will require creative thinking while coaching and mentoring your team effectively. Your insights into the client lifecycle and funding models will guide your approach to developing long-lasting client relationships.

Key Responsibilities:
• Manage enterprise-level client portfolios with complex funding
• Provide expert advisory support across the client lifecycle




• Develop business strategies and growth opportunities
• Foster relationships with carriers and industry leaders
• Guide and mentor team members for success

Requirements:
• Must hold an Active Life & Health License
• At least 8 years of relevant industry experience
• Proficient in Excel and alternative funding techniques
• Recognized industry subject matter expert
• Proven influence and strategic thought leader

Utilize your strategic thinking and client management skills to thrive at IMA Financial Group.
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📌 Client Engagement Executive at IMA Financial Group (Ontario)
🏢 IMA Financial Group
📍 Ontario