VP, Insurance Growth & Distribution

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.