Job Description
Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Senior Director, Insurance Programs and Services to join our Wealth & Insurance Advisory Services team.
Reporting to the VP Wealth Planning and Insurance Advisory Services, the Senior Director, Insurance Programs and Services is responsible for the implementation and execution of strategic initiatives that will support accelerated growth of the Insurance line of business of Aviso. This position will primarily be B2B focused on MGA network expansion, and advice solutions. The Senior Director will provide thought leadership and guidance on business development including operating structure, sales development & compensation models working with partner Wealth Leaders and Senior Leadership teams, both in the credit union and independent channel. This is a sales role focused on the expansion of advice-based services with insurance solutions. The Senior Director will assume leadership of the insurance sales & advisory team.
Who you are:
Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members
What your day looks like:
Supports the Credit Union Wealth senior leadership team on strategic matters and interacts with other lines of business and corporate divisions to develop a deep understanding of critical issues and manage high priority sales and strategic initiatives
Executes a partner, advisor and client focused development plan to accelerate business growth as part of the three-year business and operating plan
Act as MGA Agency Nominee in all provinces. Ensures operating model, processes, and framework meet regulatory requirements including supervision requirements.
Guide advisor development programs which include insurance planning and sales within mass market all the way to complex estate and business markets
Prospect external partners for the insurance business and gain introductions for prospects through other division leaders in Aviso
Establish and maintain strong business relationships with insurance carriers , systems and software vendors, and AGA relationship.
Leads regional insurance consultants in our National Account Managing General Agency (MGA). Work collaboratively with Regional Insurance Consultants (RICS) and the Sales Development and Advice team to provide a full suite of services to a growing number of insurance advisors.
Play a key role in delivering corporate insurance growth strategies by ensuring high service standards in the MGA back office, and by managing contracts and relationships with insurance suppliers and vendors
Collaborate with internal team on delivery models and projects. (Sales enablement, partnership team, compensation, operations, IT, business analytics, Hr, strategy etc).
Requirements
Your experience and skills:
University degree
12+ years of experience within the insurance industry
Nominee eligible Insurance broker to meet requirements of provincial insurance Councils; and fulfill nominee and supervision requirements.
Life licensed within one or more jurisdictions across Canada having experience in direct sales of over 50 cases.
In-depth knowledge and experience of life insurance agency operations, including National Account and MGA contracts, new business and policy service, agent contracting and policy transfers.
Financial planning designation is considered an asset. (CFP, RFP, PFP etc.)
Ability to navigate through a complex, multi-level business environment to deliver results and support business development with B2B partners at an executive level
Ability to create value and capitalize on unrealized opportunities in the market
Excellent written and oral communication skills, including understanding stakeholder needs and communicating credibly and effectively to your audience
Critical thinker with ability to apply business expertise and logic to multiple situations
Proven track record of building and maintaining strong relationships
Demonstrates a history of enterprise level effectiveness with a track record of successfully executing key business initiatives
Demonstrated ability to take a collaborative approach with a client centric philosophy
Familiarity with insurance sales process and types of insurance products is preferred.
Understanding insurance commissions is an asset.
Familiarity with credit union wealth management is also an asset.
Business travel, as required
Fluent communication skills in English are required and bilingual in French are an asset
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Salary
This position is posted with an expected salary range of $160,000 - $180,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Senior Director, Insurance Programs and Services to join our Wealth & Insurance Advisory Services team.
Reporting to the VP Wealth Planning and Insurance Advisory Services, the Senior Director, Insurance Programs and Services is responsible for the implementation and execution of strategic initiatives that will support accelerated growth of the Insurance line of business of Aviso. This position will primarily be B2B focused on MGA network expansion, and advice solutions. The Senior Director will provide thought leadership and guidance on business development including operating structure, sales development & compensation models working with partner Wealth Leaders and Senior Leadership teams, both in the credit union and independent channel. This is a sales role focused on the expansion of advice-based services with insurance solutions. The Senior Director will assume leadership of the insurance sales & advisory team.
Who you are:
Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members
What your day looks like:
Supports the Credit Union Wealth senior leadership team on strategic matters and interacts with other lines of business and corporate divisions to develop a deep understanding of critical issues and manage high priority sales and strategic initiatives
Executes a partner, advisor and client focused development plan to accelerate business growth as part of the three-year business and operating plan
Act as MGA Agency Nominee in all provinces. Ensures operating model, processes, and framework meet regulatory requirements including supervision requirements.
Guide advisor development programs which include insurance planning and sales within mass market all the way to complex estate and business markets
Prospect external partners for the insurance business and gain introductions for prospects through other division leaders in Aviso
Establish and maintain strong business relationships with insurance carriers , systems and software vendors, and AGA relationship.
Leads regional insurance consultants in our National Account Managing General Agency (MGA). Work collaboratively with Regional Insurance Consultants (RICS) and the Sales Development and Advice team to provide a full suite of services to a growing number of insurance advisors.
Play a key role in delivering corporate insurance growth strategies by ensuring high service standards in the MGA back office, and by managing contracts and relationships with insurance suppliers and vendors
Collaborate with internal team on delivery models and projects. (Sales enablement, partnership team, compensation, operations, IT, business analytics, Hr, strategy etc).
Requirements
Your experience and skills:
University degree
12+ years of experience within the insurance industry
Nominee eligible Insurance broker to meet requirements of provincial insurance Councils; and fulfill nominee and supervision requirements.
Life licensed within one or more jurisdictions across Canada having experience in direct sales of over 50 cases.
In-depth knowledge and experience of life insurance agency operations, including National Account and MGA contracts, new business and policy service, agent contracting and policy transfers.
Financial planning designation is considered an asset. (CFP, RFP, PFP etc.)
Ability to navigate through a complex, multi-level business environment to deliver results and support business development with B2B partners at an executive level
Ability to create value and capitalize on unrealized opportunities in the market
Excellent written and oral communication skills, including understanding stakeholder needs and communicating credibly and effectively to your audience
Critical thinker with ability to apply business expertise and logic to multiple situations
Proven track record of building and maintaining strong relationships
Demonstrates a history of enterprise level effectiveness with a track record of successfully executing key business initiatives
Demonstrated ability to take a collaborative approach with a client centric philosophy
Familiarity with insurance sales process and types of insurance products is preferred.
Understanding insurance commissions is an asset.
Familiarity with credit union wealth management is also an asset.
Business travel, as required
Fluent communication skills in English are required and bilingual in French are an asset
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Salary
This position is posted with an expected salary range of $160,000 - $180,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Director, Insurance Programs and Services position is now open for candidates interested in the Back Office Jobs sector. This role in British Columbia offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
