Associate Vice-President, Wellington-Altus Insurance Inc.

Associate Vice-President, Wellington-Altus Insurance Inc.

Location: this in-office position will be located at our North York office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Investment Executive 2024 Brokerage Report Card.
The opportunity:

Reporting to the Senior Vice-President, Insurance Wellington-Altus Group Solutions (WAGS), the Associate Vice-President, Wellington-Altus Insurance Inc is for providing insurance-based solutions to WA advisor teams and their clients. This role is responsible for the administration, operations, business development and communication aspects of WAII. The Associate Vice-President, Wellington-Altus Insurance Inc will play an integral role in providing values-added services to WA advisory teams concerning the risk and insurance needs of their clients.

Key responsibilities include:

Developing and supporting new business revenue through sales to new and existing clients.
Acting as a trusted advisor and the primary point of contact for insurance related inquiries.
Managing the complete insurance sales process for recommended solutions.
Collaborating with internal resources to maximize client opportunities and align with sales goals.
Recognizing and fostering intergenerational wealth management utilizing insurance amongst WA advisory teams and their clients
Providing risk and insurance professional services when requested.
Building long-lasting relationships with clients based on trust and exceptional service.
Overseeing the onboarding on new WA insurance advisors with WAII
Compiling risk and insurance educational content and deliverables for WA advisory teams and their clients.
Overseeing, maintaining and promoting WAII’s relationship with their MGA, PPI.
Providing expert advice and guidance to WAII and AWPG team members, WA advisory teams and their clients when reviewing existing and potential insurance documentation and planning.
Developing and maintaining relationships with risk and insurance carriers.
Overseeing and collaborating with PPI and AWPG team members in providing risk and insurance training and education initiatives for WA Advisory teams
Assisting the WA Finance team with insurance commission reconciliations from PPI and external insurance carriers.
Collaborating and work closely with clients; other professional advisors in the spirit of contributing to a holistic wealth experience.
Ensuring all insurance transactions comply with regulatory standards and maintain proper documentation.
Proactively maintain current and in-depth knowledge of life, critical illness, disability, group insurance and related planning areas.
Monitoring legislation and regulation changes and coordinate any required changes to products and identify sales opportunities
Understanding competitive offerings to be able to position products effectively in the market.
Performing other duties as assigned.
The ideal candidate will possess:

A bachelor's or master's degree in finance, business, economics or a related discipline.
2-4 years’ experience in an insurance advisor/consultant/specialist role.

2+ years’ financial services industry experience working in a high growth environment.

2+ years’ experience in a customer/client-service facing role.

Equivalent combination of education and experience may be considered.

Experience in the wealth management or other regulated industry is a strong asset.

Life License Qualification Program (LLQP) required.

Certified Health Insurance Specialist (CHS) a strong asset.

Certified Employee Benefits Specialist Program (CEBS) an asset.

Certified Financial Planner (CFP) an asset.

Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
Excellent attitude and commitment to providing extraordinary service.
An excellent attention to detail.
Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
Excellent problem-solving skills.
Strong organizational skills.

A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.

Strong critical thinking and written and verbal communication skills.

An ability to maintain the highest levels of confidentiality.
Conditions of employment:

Must be legally eligible to work in Canada.
Must be able to travel 5% of the time.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com. Read more