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Regional Vice-President, Estate Planning, Ontario

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CI Financial
📍 toronto, Canada
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Location toronto
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Posted June 10, 2026
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Commute Local Area
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Job Description

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.

Job Overview We are currently seeking a Regional Vice‑President, Estate Planning to join our Estates & Insurance team. In this role, the successful candidate is responsible for driving overall first‑year insurance revenue within Ontario and with specifically assigned concierge level Assante advisors, and to grow insurance revenue coming from our Private Client/Evolution clients. The successful candidate will also provide advanced case consultation, advanced marketing help, integration with the Wealth Planning Group, and also provide advanced insurance expertise to external inter‑corporate referral partners.

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📍 Location Details

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City
toronto
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Country
Canada
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Commute
Local Area

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