Senior Insurance Advisor

ontariomedicalassociation; Toronto; Hybrid; CAD 93,000 - 99,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive salary

Pension plan

Bonus program

Group benefits

Job summary

The Ontario Medical Association (OMA) is seeking a skilled business development professional to cultivate relationships with physicians and health-care centers to promote OMA Insurance and retirement products, traveling to our Toronto head office quarterly.

You will review physicians' insurance needs, conduct needs analyses, present solutions, and support internal initiatives while upholding OMA's values; travel regionally as needed; hybrid work setup.

Qualifications

• University degree in Business, Commerce, Finance, Economics, or related field.
• Six to nine years of experience advising high-net-worth clients on insurance, financial planning, wealth management.
• LLQP designation required.
• CFP designation asset.
• CLU designation asset.
• CHS designation asset.
• TEP designation asset.
• Strong knowledge of insurance products, retirement planning, annuities, investments, and regulatory/compliance requirements.
• Experience using Salesforce CRM or similar.

Responsibilities

• Build and grow relationships with physicians to review insurance needs and retirement goals.
• Present OMA Insurance solutions at events to promote the brand.
• Analyze current coverage, identify gaps, and explain options and risks.
• Support internal projects with subject matter expertise from member interactions.
• Maintain license requirements and stay updated on regulatory changes.
• Collaborate with hospitals, clinics, and local partners to expand presence.

Skills

Relationship building

Insurance knowledge

Financial planning

Sales experience

CRM Salesforce

Education

University degree in Business/Finance

Tools

Salesforce

Job description

Are you looking to join one of Greater Toronto’s Top 2026 Employers?

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.

Job summary

This position is responsible for extensive business development and relationships with physicians, and health care centre of influences in the physician community to promote OMA Insurance and OMA Insurance retirement products.

How you will make a difference

• Building, maintaining and growing strong working relationships with physicians to review insurance needs, conduct needs analysis and review retirement goals, analyzing current coverage, identifying gaps, and presenting and explaining options and associated financial risks and impacts.
• Recommending OMA Insurance solutions to address needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
• Presenting OMA Insurance solutions at various events and venues to build the OMA and OMA Insurance brand while addressing needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
• Participating in ad-hoc internal projects, and initiatives, providing subject matter expertise, feedback, insights, and suggestions gained from interactions with members and peers.
• Actively participate in insurance initiatives and provide peer support in training initiatives while modeling the values of OMA and OMA Insurance.
• Developing, building, and maintaining strong business relationships across the OMA, and with external business partners, local hospitals, clinics, to expand and grow OMA Insurance presence in the local community.
• Maintaining current license requirements and knowledge on emerging trends, technologies, changes in applicable compliance and insurance regulations, share information, and promote OMA offerings.

Requirements that are important to us

• University degree in Business, Commerce, Finance, Economics, or a related field, or an equivalent combination of education and experience.
• six to nine years of experience advising high-net-worth clients on insurance, financial planning, wealth management, or related financial solutions.
• Demonstrated ability to build trusted relationships, articulate the value of products and services, and educate clients on their personal financial needs and goals.
• Life License Qualification Program (LLQP) designation required.
• Certified Financial Planner (CFP) designation considered an asset .
• Chartered Life Underwriter (CLU) designation considered an asset
• Certified Health Insurance Specialist (CHS) designation considered an asset.
• Trust and Estate Practitioner (TEP) designation considered an asset.
• Strong knowledge of insurance products, retirement planning, annuities, investments, and regulatory/compliance requirements.
• Experience using Salesforce CRM or a similar customer relationship management platform.

This role requires travel to our Toronto head office quarterly or as required. There is also travel to Hospitals, Clinics and Events in your region, as needed.

What do we have to offer you?

• A work environment whose values are to berespectful, 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 $92,835-$98,640 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 for six consecutive years.

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

We're excited to share this opportunity, which is for an existing vacancy 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.