Lead Estate Planning Executive at CI Financial

CI Financial is hiring a Regional Vice-President for Estate Planning to enhance revenue within Ontario's Private Client sector. This leadership position focuses on advanced insurance solutions and advisor collaboration.
As a seasoned professional with at least 10 years in the field, you will play a pivotal role in preparing risk-based insurance options for Assante advisors. Your capacity to provide marketing support and educate peers on complex insurance issues will solidify your impact on the team. Strong communication and organizational skills are essential for success.
Key Responsibilities:
• Craft advanced insurance strategies for client needs
• Review and enhance client financial plans
• Partner with Wealth Planning consultants on challenges
• Deliver insights and presentations to stakeholders
• Manage funding requests based on strategic needs
Requirements:
• Minimum 10 years in insurance or estate planning
• Valid life and accident insurance licenses...