VP, Insurance Growth & Distribution
Toronto, ON +1Raymond James Ltd.
15+ ansCandidates need 15+ years in insurance distribution and sales strategy, a proven record of growing an insurance sales team, and knowledge of Canadian insurance regulation. A CLU is required, with CFP or TEP preferred.
Leadership, Sales, Budget management, Financial planning, Management department processes, Compensation and benefits
Senior Financial Planner
Edmonton, ABRaymond James Ltd.
5+ ansCandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.
Conquest Planning, Naviplan, Microsoft Office