Associate vice-president insurance client solutions

National Bank; Montreal; On-site; CAD 140,000 - 210,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Insurance Solutions (NBIS) and National Bank Insurance Firm (NBIF) invite you to join as Associate Vice-President, Insurance - Client Solutions and Advice. You will build and lead a new business unit focused on the unassigned individual insurance client segment, mobilize a team of specialists, define growth strategies, and drive commercial performance.

This role emphasizes client experience, advisory excellence, regulatory compliance, and sustainable portfolio growth, with hybrid

Qualifications

• Bachelor's degree in a relevant field and 10 years of experience in individual insurance.
• Significant experience leading sales, distribution, or business development teams.
• Proven track record in performance management, talent development, and coaching sales teams.
• Strong knowledge of regulatory requirements related to life and health insurance and compliance oversight.

Responsibilities

• Drive sales growth within the unassigned client segment by defining segmentation strategies, commercial priorities, and business development initiatives.
• Lead and develop a team of Financial Security Advisors by overseeing recruitment, onboarding, coaching, and performance management.
• Establish a high-performing inside sales model by optimizing processes, operational capacity, tools, and collaboration with business partners.
• Deliver a proactive client experience by overseeing client follow-ups, insurance reviews, complex case management, and the identification of business opportunities.
• Govern performance through key metrics, dashboards, and action plans aimed at continuously improving sales effectiveness and service quality.
• Ensure compliance with regulatory requirements, advisory quality standards, and internal policies through the implementation of controls, training programs, and corrective actions.

Skills

Sales leadership

Performance management

Talent development

Regulatory knowledge

Education

Bachelor's degree in a relevant field

10 years of experience in individual insurance

Job description

A career as an Associate Vice-President, Insurance - Client Solutions and Advice within National Bank Insurance Solutions (NBIS) and National Bank Insurance Firm (NBIF) means acting as a strategic leader responsible for building and growing a new business unit dedicated to the unassigned individual insurance client segment. You will develop and mobilize a team of specialists, define business development strategies, and drive commercial performance through key performance indicators. Through your leadership, you will contribute directly to enhancing the client experience, advancing advisory excellence, ensuring compliance, and supporting the sustainable growth and retention of the business portfolio.

Your Role

• Drive sales growth within the unassigned client segment by defining segmentation strategies, commercial priorities, and business development initiatives.
• Lead and develop a team of Financial Security Advisors by overseeing recruitment, onboarding, coaching, and performance management.
• Establish a high-performing inside sales model by optimizing processes, operational capacity, tools, and collaboration with business partners.
• Deliver a proactive client experience by overseeing client follow-ups, insurance reviews, complex case management, and the identification of business opportunities.
• Govern performance through key metrics, dashboards, and action plans aimed at continuously improving sales effectiveness and service quality.
• Ensure compliance with regulatory requirements, advisory quality standards, and internal policies through the implementation of controls, training programs, and corrective actions.

Your Team

National Bank Insurance distributes individual insurance, group insurance, and investment products through a network of Financial Security Advisors operating across most Canadian provinces.

As part of the Insurance sector, you will contribute directly to the development and evolution of best practices across our national advisory network. Reporting to the Associate Vice-President, you will work closely with business partners to enhance commercial performance, support talent development, and foster the adoption of high-performing and sustainable practices.

We strive to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment as well as a flexible and adaptable schedule.

At National Bank, continuous learning and internal mobility are highly valued. Our personalized development programs, based on learning through experience, will help you master your role and expand your expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Qualifications

• Bachelor's degree in a relevant field and 10 years of experience in individual insurance.
• Significant experience leading sales, distribution, or business development teams.
• Proven track record in performance management, talent development, and coaching sales teams.
• Strong knowledge of regulatory requirements related to life and health insurance and compliance oversight.

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team? Join us!