VP, Insurance Growth & Distribution

Raymond James Financial; Toronto; Hybrid; CAD 120,000 - 160,000; 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. seeks a VP, Insurance Growth & Distribution to lead the firm’s insurance growth agenda and distribution strategy across Canada. You will align product and wealth capabilities with client needs and drive revenue through key channels, working with Wealth Solutions leadership and 500+ investment advisory teams.

The role emphasizes scalability, collaboration with management, and hands-on coaching of the insurance specialist team, with hybrid in-office days and travel expectations.

Qualifications

• Post-secondary diploma or degree
• CLU (Chartered Life Underwriter) required; CFP preferred
• TEP designation preferred; CPA or legal background adds value

Responsibilities

• Develops scalable and sustainable insurance program
• Drives insurance sales growth and revenue targets
• Collaborates with Wealth Solutions leadership and advisors
• Coaches insurance specialist team for client-focused solutions
• Plans budgets and integrates insurance into wealth-management processes

Skills

Insurance distribution

Sales strategy

Leadership

Stakeholder management

Executive collaboration

Education

Post-secondary diploma or degree

CLU required

CFP preferred

TEP preferred

CPA or legal background helpful

Job description

Job Description - VP, Insurance Growth & Distribution (2600567)

VP, Insurance Growth & Distribution - 2600567

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove 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.

What do we expect from you?

Qualifications:

Professional and designations

• 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

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.

We may use automated or AI-enabled tools to support parts of our recruitmentand screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently,but they donot replace human decision-making.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca