Director - Advisory

CAA Club Group; Area E (Thornhill); On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness program

Education reimbursement

Membership benefits

Pension plan

Job summary

CAA Club Group in Thornhill is seeking a Director - Advisory to lead the advisory sales function and drive conversions across life, health, and estate opportunities. You will guide strategy, mentor teams, and partner with cross-functional colleagues to deliver exceptional client experiences.

We value bold leadership, collaborative culture, and a data-driven approach. The role offers a competitive compensation package, comprehensive benefits, and opportunities for ongoing education within a

Qualifications

• 5–10 years of leadership experience in sales or financial services.
• Proven ability to manage teams and metrics.
• Strong communication and leadership skills.

Responsibilities

• Lead advisory sales and drive conversion across life, health, and estate opportunities.
• Coach and develop sales and intake teams.
• Manage KPIs, pipeline activity, and reporting.
• Improve lead qualification, routing, and follow-up processes.
• Collaborate with operations and marketing teams.
• Drive accountability and client experience.

Skills

Leadership experience

Sales leadership

Coaching

Job description

Career Opportunities: Director - Advisory (8449)

Requisition ID8449-Posted07/23/2026-CCG Advisory Services-Life Membership Operations-THORNHILL-Insurance-CAA Club Group-Mid-Career-0 - 10%-Full Time- Job Location (country) (1) - Job Location (region) (1)

CCG Advisory ServicesoffersMembers and customers trusted lifeand healthinsurance and life advisory services that put people’s needs first.Weprovide adynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drivechangeand support each other while cultivating a great working environment to deliver on what is best for the customer.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more

Join our growing team where everyone belongs!

Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line,scopeand level. Candidates with salary expectations outside of the range are encouraged to apply.

What You Will Do

Reporting to the AVP, the Director- Advisory is responsible for leading the advisory sales function and driving sales conversion across life, health, and estate-related opportunities.

• Lead advisory sales performance and conversion results
• Coach and develop sales and intake teams
• Manage KPIs, pipeline activity, and reporting
• Improve lead qualification, routing, and follow-up processes
• Support complex client opportunities and escalations
• Work closely with operations and marketing teams
• Drive accountability, professionalism, and client experience

Who You Are

• 5–10 years of leadership experience in sales, financial services, insurance, banking, or related industries
• Experience managing teams and performance metrics
• Strong coaching, communication, and leadership skills

What's In It For You

Competitive total compensation and benefits package
Annual shared success program based on performance
Annual merit increases based on performance
DC Pension Plan with a matching contribution component
Complimentary CAA Membership
Please note that we may use AI tools to help us through the recruitment process.

Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodationin accordance withall applicable Provincial Human Rights and Accessibility Legislation.CCG will provide accommodations to job applicants with disabilities throughout the recruitment process.If you requirean accommodation, pleasenotify usand we will work with you to meet your needs