Vice President, Insurance & Advisor Enablement

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
CI Wealth is seeking a dynamic and strategic Vice President to lead the expansion of our insurance offering across Canada. This role will report to the SVP of Sales & Wealth Services and play a critical part in driving insurance revenue growth and enhancing operational excellence within our wealth services platform. WHAT YOU WILL DO Advisor Enablement & Sales Support

• Develop and lead strategies that support advisors in positioning life insurance as part of holistic financial planning.
• Collaborate with distribution, marketing, and product teams to deliver advisor-centric tools, training, and resources.
• Streamline new business workflows to reduce friction and improve turnaround times for advisors and clients.

Operational Leadership

• Oversee life insurance operations including new business processing, underwriting coordination, policy issuance, and servicing.
• Ensure operational processes are optimized for advisor efficiency, scalability, and compliance.
• Implement digital solutions that enhance advisor experience and support business growth.

Strategic Collaboration

• Partner with financial planning, wealth management, and insurance product teams to align business capabilities with strategic priorities.
• Support the development and rollout of insurance specialists to support advisor sales, insurance campaigns, advisor education programs, and planning tools.

Technology & Innovation

• Champion the adoption of digital platforms, e-applications, and CRM integrations that support advisor workflows.
• Lead transformation initiatives to modernize systems and improve data accessibility for advisors.

Leadership & Culture

• Build and lead a high-performing team focused on advisor service excellence and operational agility.
• Foster a culture of innovation, accountability, and continuous improvement.

WHAT YOU WILL BRING

• 10+ years of leadership experience in life insurance operations, with a strong focus on advisor distribution and financial planning integration.
• Deep understanding of life insurance products, underwriting processes, and financial advisor business models.
• Proven ability to lead operational transformation and deliver measurable improvements in advisor experience and business outcomes.
• Strong relationship management and stakeholder engagement skills.
• Experience with digital platforms, CRM systems, and advisor enablement tools is highly valued.
• Bachelor's degree required; MBA or equivalent advanced degree preferred.

A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.