Senior Director, Advisory Services

Kibbi Technologies Inc.; Toronto; Hybrid; CAD 132,000 - 148,000; Full time

Benefits offered by this job

Group benefits package

Pension plan

Bonus program

Hybrid work environment

Paid professional development

Job summary

Ontario Medical Association is seeking a Senior Director, Advisory Services to design and execute robust sales strategies across Ontario and Atlantic Canada. Lead coaching for advisors on best practices, compliance, and retirement sales concepts to grow OMAI brand and products.

The role focuses on data-driven targets, program development, and cross-functional collaboration with stakeholders to increase member engagement and product penetration. Hybrid work in Toronto is expected.

Qualifications

• University degree in business, marketing or commerce.
• Strong insurance planning and retirement knowledge with business acumen.
• Experience in insurance, investments, retirement, pension and financial planning for doctors.
• Active LLQP license required; CFP/CLU is an asset.

Responsibilities

• Set annual sales goals and revenue targets using data analytics.
• Oversee advisory sales management and business development strategies.
• Plan and attend meetings to guide advisory teams and provide support.
• Design and deliver product knowledge training on insurance concepts.

Skills

Insurance Planning

Retirement knowledge

Advisory Sales

Business Acumen

Investments & Pension

CFP/CLU asset

Education

University Degree in business/marketing/commerce

LLQP license

Job description

Are you looking to join one of Greater Toronto’s Top 2026 Employers [https://reviews.canadastop100.com/top-employer-oma]?

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.

OMA Insurance (OMAI) is a wholly owned subsidiary of the OMA, operating as a licensed life insurance agency and property and casualty insurance broker. We provide a wide range of insurance and retirement solutions for physician members.

Job summary

The Senior Director, Advisory Services is responsible for designing and executing robust sales and business development strategies that will increase member engagement, and insurance product sales across Ontario and Atlantic Canada. Through strategic sales planning, data analytics, developing and executing sales and marketing activities, the Senior Director will focus on coaching direct reports and advisors on best practices, compliance, reporting, advance insurance, investment and retirement sales concepts to build and expand the OMAI brand, products, services, partners, and operational capabilities while delivering a differentiated member experience.

How you will make a difference

• Analyze and assign annual sales goals and revenue targets through reviewing data analytics on sales, revenue, premium trends by product, ensuring to track and report on year over year trends.
• Oversee sales management through business plans that guide advisory events, outreach/campaign initiatives in collaboration with direct reports. Have oversight of the business plan and business development strategy for all Advisory services.
• Plan and attend meetings with advisory team to provide in field sales support and guidance; monitor and enhance sales activities.
• Design and present product knowledge sales training through concepts that include group, individual, living benefits, retirement and pension concepts and sales strategies. Proficient in the use of insurance, retirement and financial planning software illustration tools.
• Establish and oversee member retention strategies.
• Advance APEXA contracting process for new and existing advisors. Participate in the development of products, and advisory marketing and communications.
• Influence and direct team activities in collaboration with direct reports including participate in the hiring process, performance evaluation and coaching of direct reports.
• Analyze KPIs for advisory to increase and maintain positive advisor NPS scores and optimize operational processes.
• Oversee equitable and optimal allocation of resources; monitor and maintain a high level of compliance, accuracy and sales process consistency. Stay up to date on compliance with all industry and regulations and contractual obligations.
• Review salesforce reporting and optimization, compliance tracking as it relates to CEs and licensing for advisory team.
• Develop new advisor tools in collaboration with department trainer.
• Collaborate on Financial Literacy initiatives as required.
• Establish new internal and external partner relationships to advance business development opportunities. Work closely with internal and external stakeholders, including other key management personnel to build and drive awareness of OMAI products, services and increase penetration rate within membership. Work closely with business partners and key internal stakeholders and others to identify new opportunities for member engagement.
• Respond to member complaints and escalations related to OMAI products and services as part of the escalation process. Mentor direct reports and advisor team in member resolution, and act on opportunities for improvements to sales, sales strategy, delivery, processes, and communications.

Requirements that are important to us

• University Degree in business, marketing or commerce
• Need an individual that has strong Insurance Planning and Retirement knowledge, with strong business acumen
• Experience in Insurance, Investments, Retirement, Pension and financial planning insurance estate planning needed due to complex needs of doctors who are incorporated and need insurance strategies that meet those needs
• Active LLQP (Life License Qualification Program) license is required
• CFP/CLU is an asset
• Business Acumen: People Management, Advisory Sales, Distribution Experience, Insurance, Investment, pension product knowledge, creation of business policies, procedures, insurance operational knowledge, Marketing knowledge, Sales process and Pipeline, Presentation building and training experience

The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.

What do we have to offer you?

• A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
• A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
• An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
• A commitment to growth and development through paid professional development and continuous in-house learning
• A friendly and flexible hybrid work environment
• Competitive total rewards package including a hiring salary range of $131,725- $148,190 plus pension plan and a bonus program
• Exceptional group benefits package, including a spending account and a robust wellness program
• An organization that has been recognized as a Greater Toronto’s Top Employers [https://reviews.canadastop100.com/top-employer-oma] for six consecutive years.

As a condition of employment, OMA conducts background checks and reference checks for all open positions.

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We're excited to share this opportunity, which is for an existing vacancy of our ongoing search for great talent on our team. Kindly be advised that our recruitment process does not involve the use of Artificial Intelligence.

The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.