Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.

CI Financial is seeking a Director, Insurance Operations to lead the modernization and ongoing performance of our Canadian individual life insurance Operations function.

This role combines daily operational leadership with a significant transformation mandate. You will strengthen case progression and carrier advocacy, build actionable Operations Intelligence, improve operational data and technology, develop differentiated advisor service, and lead an established team through sustained change.

This opportunity is suited to an insurance operations leader who has personally delivered meaningful change while remaining accountable for people, service quality, and daily results.

What You Will Do

- Lead the daily performance and modernization of Insurance Operations.

- Assess current services, processes, systems, operational data, capacity, and cross-functional handoffs.

- Lead the development and phased implementation of an approved future operating model aligned with CI’s insurance growth, advisor-support, and client-service priorities.

- Build Operations Intelligence that turns pipeline progression, aging, service levels, capacity, carrier performance, and financial information into transparent actions and decision-ready recommendations.

- Strengthen case ownership, underwriting follow-up, carrier advocacy, escalation, delivery, placement, and oversight of complex, high-value, or aging cases.

- Develop practical pre-submission navigation and complex-case routing while preserving clear boundaries between operational support, insurance advice, and underwriting authority.

- Design differentiated advisor and in-force service models, including enhanced support where internal involvement adds meaningful value.

- Define operational technology, data, automation, and self-service requirements in partnership with Technology teams and vendors.

- Deliver practical improvements within the current operating environment while longer-term modernization work proceeds.

- Assess future capability requirements and recommend the team design, development priorities, and resources required to deliver the approved operating model.

Specific modernization priorities, sequencing, performance measures, and resource requirements will reflect the operating baseline, business priorities, available resources, and appropriate approval processes.

What You Bring

- At least 7 years of progressive experience specifically in Canadian individual life insurance Operations, including a minimum of 3 years in a formal operational people-leadership role with direct accountability for people, workload, service quality, capacity, priorities, and escalations.

- Strong knowledge of Canadian individual life insurance products, carrier practices, application processing, underwriting requirements, medical and financial evidence, issue, delivery, placement, and in-force servicing.

- Proven experience modernizing an operation while continuing to deliver effective daily service.





- Experience implementing meaningful process, service, data, or technology improvements that achieved sustained adoption and measurable results.

- Strong analytical and commercial judgment, including the ability to challenge incomplete data, establish credible measures, and translate findings into action.

- Practical experience defining business requirements and working with Technology teams or vendors through assessment, testing, implementation, adoption, and post-launch improvement.

- Experience leading an established team through material change with respect, clarity, and accountability.

Bilingual English and French capability is preferred but not required. CLU, MBA, or relevant insurance, business, operations, technology, or change-management credentials are considered assets.

What Will Make You Successful

- You are equally comfortable reviewing an aging case queue, challenging unreliable reporting, working with carriers, coaching experienced employees, and presenting recommendations to senior leadership.

- You can modernize an operation without losing control of daily service.

- You create useful intelligence from imperfect data rather than waiting for perfect systems.

- You simplify and clarify processes before attempting to automate them.

- You respect institutional knowledge while challenging practices that no longer serve the business.

- You understand that launching a change is not the same as achieving sustained adoption.

Why This Role Is Different

- This role combines leadership of an established operation with the opportunity to define and implement its next stage.

- You will help build stronger operational intelligence, improve case progression, modernize technology and data, develop differentiated service, and strengthen the capabilities required for the future.

- Candidates may currently hold a Director or Senior Manager role. Demonstrated scope, operational accountability, and evidence of sustained delivery will matter more than current title or employer type.

- Relevant experience may come from an MGA, national insurance account, life insurer, wealth-management insurance operation, or insurance transformation role with prior operational accountability.

The Operating Model You Will Help Build

- The role will help establish stronger operational visibility, case ownership and escalation, differentiated advisor support, practical pre-submission navigation, and priority process and data improvements.

- The specific sequence will reflect the operating baseline, business priorities, cross-functional dependencies, and approved resources. Success will be visible in how the operation performs, how the team works, and how consistently improvements are used in daily practice.

Work Arrangement

- Occasional travel may be required based on business needs.

- This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.





This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $130,000. Exact salary depends on several factors such as experience, skills, education, and budget.

Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company.

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité.

Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.

Un environnement propice à la réussite

Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.

CE QUE NOUS OFFRONS

- Siège social moderne situé à distance de marche d’Union Station

- Remboursement de la formation

- Désignations professionnelles payées

- Régime d’épargne des employés (REE)

- Programme de rabais d’entreprise

- Avantages sociaux collectifs améliorés

- Programme de complément de congé parental

- Congés payés pour activités bénévoles

Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion.

Vous pouvez soumettre votre curriculum vitæ en toute confidentialité en cliquant sur « Postuler ». Nous ne communiquerons qu’avec les candidats sélectionnés pour une entrevue. CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible.

CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse [email protected], ou appelez le (phone hidden), poste 4747.

📌 Director, Insurance Operations (Toronto)
🏢 CI Financial
📍 Toronto