Director, National Sales, Insurance Lending

General Bank of Canada (“GBC”) is a Schedule I Chartered Bank headquartered in Edmonton, Alberta, and part of the Wheaton Group. Since our entrepreneurial beginnings in the 1950s, we’ve grown into one of Canada’s fastest-growing small banks, delivering innovative financing solutions across the automotive, aviation, and commercial sectors.

At GBC, our values of Trust, Discipline, People First, and Innovation shape everything we do. Our agile, forward-thinking approach allows us to design smarter, more responsive banking solutions for a rapidly evolving digital world.

We’re proud to be certified as a Great Place to Work for seven consecutive years, reflecting our commitment to a culture where people feel supported, empowered, and inspired to do their best work.

Giving back is part of who we are. Since 1969, our long-standing partnership with United Way has supported meaningful volunteerism, fundraising, and community initiatives that make a lasting difference.

When you join General Bank of Canada, you become part of a team that’s not only shaping the future of banking but also strengthening the communities we serve. And yes, we genuinely love it here, and we think you will too.

The Opportunity

We’re looking for a Director, National Sales, Insurance Lending to join our Corporate Development team and play an important role in our continued growth. At GBC, you won’t just fill a role; you’ll help build what’s next. This is a great opportunity to make a real impact, develop your skills, and grow your career in a dynamic, people-first environment.

Reporting to the Managing Director, Corporate Development, the Director, National Sales, Insurance Lending is responsible for leading business development and distribution activities for the Bank’s insurance lending business, with a focus on cash surrender value (CSV) lending and other insurance-backed financing solutions.

In this role, you will develop and grow advisor and referral relationships, originate high-quality lending opportunities, and contribute to the development and enhancement of products, processes, and business capabilities. Working collaboratively with internal partners, you will support the growth of a scalable and sustainable insurance lending platform while maintaining alignment with the Bank’s strategic objectives, risk appetite, and regulatory requirements.

Position Details

• Employment Type: Permanent; Full-time
• Workplace Model/Location: Remote position. The ideal candidate will be based in the Greater Toronto Area (GTA), with consideration also given to candidates within the Eastern time zone and other locations.
• Working Conditions: Use of a computer and frequent interaction with employees and external contacts. Regular travel required to develop and maintain national industry relationships.
• Deadline to Apply: November 30, 2026

Position Responsibilities

Business Development & Distribution

• Develop and execute a national business development and distribution strategy for the Bank’s insurance lending business.
• Build and maintain productive relationships with insurance advisors, managing general agencies (MGAs), wealth professionals, referral partners, and other industry participants.
• Establish new distribution partnerships and represent the Bank within the Canadian insurance and advisor community.
• Maintain an active opportunity pipeline and provide timely reporting on business development activity, expected originations, and market feedback.

Insurance Lending & Origination

• Source, assess, and advance lending opportunities in coordination with Credit, Legal, Risk, Operations, and other internal partners.
• Provide subject-matter expertise on permanent life insurance, cash surrender value (CSV) lending, Immediate Financing Arrangements, and other insurance-backed credit structures.
• Support advisors and borrowers throughout the origination process while promoting a responsive, consistent, and high-quality experience.

Product & Business Development

• Monitor market trends, competitive activity, and emerging opportunities and recommend enhancements to product design, distribution strategy, and customer experience.
• Support the development of operating procedures, advisor onboarding practices, marketing materials, and scalable business processes.
• Contribute to the establishment of performance measures and portfolio growth objectives for the business.

Risk & Compliance

• Promote a strong risk and compliance culture and ensure business development activities align with the Bank’s policies, risk appetite, and regulatory obligations.

Requirements

What You Bring to the Table

Required Qualifications

• Ten or more years of relevant financial services experience, including a demonstrated record of success in sales, distribution, or business development.
• Post-secondary education in business, finance, economics, or a related discipline, or an equivalent combination of education and relevant experience.
• Direct experience with CSV lending, insurance lending, premium financing, Immediate Financing Arrangements, or related insurance-backed financing solutions.
• Deep knowledge of permanent life insurance products, insurance-based planning strategies, and Canadian insurance distribution channels.
• Strong understanding of lending and credit fundamentals, with the ability to identify well-structured opportunities and work effectively with underwriting and risk partners.
• Excellent communication, presentation, negotiation, and relationship management skills.
• Strong analytical decision-making skills, with the ability to evaluate relevant information, identify key issues, and make sound decisions in complex or evolving situations.
• Ability to create structure and clarity in an evolving business area and contribute to the development of new processes, frameworks, and approaches.
• Proven ability to build trusted relationships, expand professional networks, and identify business opportunities through a client-focused approach.
• Strong collaboration skills and the ability to work effectively across teams, levels, and functions.
• Strong communication and influence skills.
• A strong commitment to integrity, accountability, and transparency.
• Strategic thinking and commercial acumen, with the ability to balance growth, profitability, risk, and client needs.

Preferred Qualifications

• Established relationships within Canadian advisor, MGA, wealth management, or insurance distribution networks.
• Experience launching, developing, or scaling a specialized financial product or business line.
• Relevant insurance, financial planning, or lending credentials.