Associate Vice-President, Group Insurance
Location: This on-site posting is for an existing vacancy in Wellington-Altus’s Toronto office.
Our Organization
:
Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated
* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
* Investment Executive 2025 Brokerage Report Card.
The Opportunity:
Reporting to the Senior Vice-President, Insurance & Wellington Altus Group Solutions (WAGS), the Associate Vice-President, Group Insurance will play a pivotal role in delivering exceptional service to our existing group insurance clients while driving new business opportunities both organically and through our established advisor network. This position blends two core functions; service and sales. Ideal for a seasoned benefits professional who thrives in a client‑centric, very fast paced, growth‑oriented environment.
Key Responsibilities Include:
Client Relationship Management
You will be assigned a diverse block of existing clients across various industries and sizes.
Responsibilities include:
Business Growth & Opportunity Development
You will lead business development initiatives across Canada by:
Member Education & Guidance
Proactive Client Service
The Ideal Candidate Will Possess:
7+ years of industry related experience.
Minimum of 5 years of direct experience in health & dental benefits.
Recognized expertise and a strong industry reputation in the health & benefits field.
Experience delivering presentations to diverse audiences, including plan members or advisors.
Valid Insurance licensing (LLQP or other equivalent insurance designation) or willing to secure upon immediate hire.
Bilingual (French) an asset.
Certified Employee Benefits Specialist (CEBS an asset).
One of the following would be beneficial but not required:
Certified Financial Planner (CFP) designation.
Chartered Financial Analyst (CFA) designation.
Charted Investment Manager (CIM) designation.
Trust & Estate Practitioner (TEP) designation.
Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Familiarity with financial planning tools and group retirement plan administration platforms.
Comprehensive understanding of group insurance plan design (fully insured, retention, ASO) and how to align plan features with organizational goals, member needs and total rewards strategies.
Superior knowledge of group insurance products with the ability to recommend…
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