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 initiatives
Coach advisors on best practices in client management
Manage comprehensive compliance across varying jurisdictions
Facilitate advisor training and educational events
Strengthen partnerships with insurance providersRequirements:
Minimum 10 years in wealth management and insurance
Active licensing in Ontario or BC with multi-provincial goals
Demonstrated leadership experience in financial services
Solid execution skills with strategic insights
Excellent relationship-building and problem-solving capabilitiesSteer a vibrant financial advisory workplace 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
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