At Raymond James,

we

develop,

we

collaborate,

we

decide,

we

deliver, and

we

improve together.

Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Vice President, Insurance Growth & Distribution Reporting to: Senior Vice President, Head of Wealth Solutions How does the role impact the organization? The Vice President, Insurance Growth & Distribution is a key member of the Wealth Solutions leadership team. This role is responsible for leading the firm’s insurance growth agenda and distribution strategy, driving revenue through key channels, and aligning product and wealth capabilities to deliver client‑centric insurance solutions across Canada.

Our teams provide support and solutions to our more than 500 Investment Advisory Teams in delivering an exceptional total wealth management solution to their clients.

Works closely with: All members of the Wealth Solutions leadership team, , Private Client Group leadership, Branch Managers, Insurance Planning Specialists and Investment Advisors. In addition, they will collaborate with Practice Management, Marketing and Corporate Communications, and Growth and Development.

What will your role be responsible for?

Facilitates and collaborates with internal partners and key stakeholders in developing a scalable and sustainable insurance program

Develops insurance growth plans and collaborates on the annual insurance business plan

Drives insurance sales growth, increases insurance penetration and achieves or exceeds revenue and premium expectations





Participates in the annual budget planning process;

Improves integration of insurance solutions into financial planning and wealth management processes and client opportunities through a consultative approach

Creates buy‑in for the value of insurance in financial and wealth plans for clients, through education, tools, and hands‑on support to advisors

Grows solid working relationships with investment advisory team members

Supports leadership and talent development for the insurance specialist team

Coaches and supports the insurance specialist team members in their sales efforts

Collaborates with stakeholders to deliver high‑quality client and advisor experience

Builds trusted internal relationships with advisors, stakeholders and colleagues

What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Charitable Donation Matching, Discretionary Bonuses, Tuition Reimbursement and many more. We also support internal promotion and community involvement.

Professional and designations

Qualifications

Post‑secondary diploma or degree

CLU (Chartered Life Underwriter) required; CFP (Certified Financial Planner)



secondary,

TEP (Trust and Estate Practitioner) designation preferred and,

CPA (Chartered Professional Accountant) or legal background is considered a value‑add.

Experience

15+ years of experience in insurance distribution and sales strategy

Successful track record in leading an insurance sales function to increase penetration and exceed growth targets

Strong working knowledge of Canadian insurance regulation, market conduct, and advisor/broker ecosystems

Experience working in or closely with wealth management leadership and investment advisors for high‑net worth solutions

Has operated as a hands‑on practitioner able to support and coach advisors and others on offering insurance solutions to clients

Proven ability to engage and influence others to drive success without direct reporting relationships; known for earning the confidence of investment advisors and demonstrating how insurance can address protection, estate, tax, retirement, and wealth‑transfer needs within a client’s broader financial plan

Has built an established, robust and diverse professional network with major insurance carriers and industry associations

Qualities

Result‑oriented, self‑starter with high level of competence as a hands‑on subject matter expert

Strong communicator and influencer, able to build alignment across groups and exhibit excellent stakeholder‑management skills

Collaborative and consultative with the ability to operate independently, exercising sound judgement and high standards in a regulated environment

Proactive, strategic partner with a client‑focused mindset

📌 VP, Insurance Growth (Toronto)
🏢 Raymond James
📍 Toronto