VP, Insurance Growth & Distribution

Raymond James Ltd.; Toronto; Hybrid; CAD 180,000 - 240,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Charitable donation matching

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. in Toronto is seeking a strategic leader to head Insurance Growth & Distribution.

You will drive the firm’s insurance growth agenda, align product and wealth capabilities, and coordinate with Wealth Solutions, Private Client Group, and advisory teams across Canada. Reporting to the SVP, you will shape channels, collaborate with marketing and practice management, coach the insurance specialists, and ensure exceptional client and advisor experiences.

Qualifications

• Post-secondary diploma or degree.
• CLU required; CFP is a plus.
• TEP preferred; CPA or legal background adds value.
• 15+ years of experience in insurance distribution and sales strategy.
• Experience collaborating with wealth management leadership and advisors.

Responsibilities

• Facilitates and collaborates with internal partners to develop a scalable insurance program.
• Develops insurance growth plans and contributes to the annual insurance business plan.
• Drives insurance sales growth and increases penetration to meet revenue targets.
• Partners with leadership to integrate insurance into financial planning and wealth management processes.
• Coaches and supports insurance specialist team in sales efforts.
• Builds strong relationships with investment advisory teams and clients.

Skills

Strong communicator

Stakeholder management

Team leadership

Strategic thinking

Education

Post-secondary diploma/degree

CLU certificate

CFP secondary

TEP designation preferred

CPA or legal background value-add

Job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Vice President, Insurance Growth & Distribution

Reporting to: Senior Vice President, Head of Wealth Solutions

How does the role impact the organization?

The Vice President, Insurance Growth & Distribution is a key member of the Wealth Solutions leadership team. This role is responsible for leading the firm’s insurance growth agenda and distribution strategy, driving revenue through key channels, and aligning product and wealth capabilities to deliver client‑centric insurance solutions across Canada.

Our teams provide support and solutions to our more than 500 Investment Advisory Teams in delivering an exceptional total wealth management solution to their clients.

Works closely with: All members of the Wealth Solutions leadership team, , Private Client Group leadership, Branch Managers, Insurance Planning Specialists and Investment Advisors. In addition, they will collaborate with Practice Management, Marketing and Corporate Communications, and Growth and Development.

What will your role be responsible for?

• Facilitates and collaborates with internal partners and key stakeholders in developing a scalable and sustainable insurance program
• Develops insurance growth plans and collaborates on the annual insurance business plan
• Drives insurance sales growth, increases insurance penetration and achieves or exceeds revenue and premium expectations
• Participates in the annual budget planning process;
• Improves integration of insurance solutions into financial planning and wealth management processes and client opportunities through a consultative approach
• Creates buy‑in for the value of insurance in financial and wealth plans for clients, through education, tools, and hands‑on support to advisors
• Grows strong working relationships with investment advisory team members
• Supports leadership and talent development for the insurance specialist team
• Coaches and supports the insurance specialist team members in their sales efforts
• Collaborates with stakeholders to deliver high‑quality client and advisor experience
• Builds trusted internal relationships with advisors, stakeholders and colleagues

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Charitable Donation Matching, Discretionary Bonuses, Tuition Reimbursement and many more. We also support internal promotion and community involvement.

Professional and designations

Qualifications

• Post‑secondary diploma or degree
• CLU (Chartered Life Underwriter) required; CFP (Certified Financial Planner) secondary,
• TEP (Trust and Estate Practitioner) designation preferred and,
• CPA (Chartered Professional Accountant) or legal background is considered a value‑add.

Experience

• 15+ years of experience in insurance distribution and sales strategy
• Successful track record in leading an insurance sales function to increase penetration and exceed growth targets
• Strong working knowledge of Canadian insurance regulation, market conduct, and advisor/broker ecosystems
• Experience working in or closely with wealth management leadership and investment advisors for high‑net worth solutions
• Has operated as a hands‑on practitioner able to support and coach advisors and others on offering insurance solutions to clients
• Proven ability to engage and influence others to drive success without direct reporting relationships; known for earning the confidence of investment advisors and demonstrating how insurance can address protection, estate, tax, retirement, and wealth‑transfer needs within a client’s broader financial plan
• Has built an established, robust and diverse professional network with major insurance carriers and industry associations

Qualities

• Result‑oriented, self‑starter with high level of competence as a hands‑on subject matter expert
• Strong communicator and influencer, able to build alignment across groups and exhibit excellent stakeholder‑management skills
• Collaborative and consultative with the ability to operate independently, exercising sound judgement and high standards in a regulated environment
• Proactive, strategic partner with a client‑focused mindset
• Professional and credible, building trust and confidence with senior internal and external partners.

Working conditions:

You are located near Toronto, Montreal, or Vancouver corporate/branch offices. Hybrid, in‑office days and business travel required.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Job

Administrative & Support Services

Primary Location

CA-ON-Toronto-Toronto

Other Locations

CA-BC-Vancouver-Vancouver

Organization

RJFP

Schedule

Full-time

Status

Permanent Full-Time

This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people‑first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James, we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision‑making.