Director Wealth Management at Cowan Insurance Group

The Director of Wealth Management is accountable for the growth, profitability, operational effectiveness, and leadership for Cowan’s Wealth Management practice. This role drives business growth, ensures regulatory compliance, fosters a client-centric culture and focuses on the development and leadership of individuals across the Wealth team.

What you will do:

• Strategic Leadership: Develop and execute the strategic vision for the wealth management; aligning with corporate goals and market trends.
• Team development: Build, manage and actively lead a team by providing coaching and mentoring; align, assess, and manage performance expectations through the Individual Performance Plan process; reinforce high performance sales and service behaviors and engagement including talent management and succession planning
• Sales development: Develop and plan account strategies and work with your team to develop sales plans and objectives (i.e., volume, business development plans, market penetration) to highlight growth potential and clearly define account priorities
• Client Relationship Management: Cultivate and maintain long-term relationships with high-net-worth clients, ensuring exceptional service and tailored financial solutions. Create, assess and review operational effectiveness to ensure client Service Level Agreement (SLA) are adhered to
• Market and Industry knowledge: Build and maintain knowledge base of competitors and consumer/customer trends in the marketplace/industry, integrating this information into strategic recommendations
• Compliance & Risk Management: Ensure adherence to regulatory requirements and internal policies. Audit ready and risk mitigation strategies are put in place.
• Technology & Innovation: Proactively identify innovation and analyse cost effective digital tools and platforms to enhance client experience and operational efficiency.
• Reporting & Analytics: Monitor key performance indicators (KPIs), client satisfaction metrics, and financial outcomes. Present insights to executive leadership.

What you will bring:

• Minimum of 10 years’ experience in the Insurance and/or Wealth Management industry with demonstrated success
• University Degree/College Diploma
• Strong knowledge of Life insurance and Living benefits products, along with solid financial acumen
• Mutual Fund License preferred
• Life License (LLQP) or ability to obtain
• CLU, ChFC designation preferred
• Proven relationship building skills and strong internal and external business partnerships
• Demonstrated success in developing high performing teams, client retention, process improvement and profitability
• Ability to adapt and respond to changing conditions, priorities, and requirements
• Excellent communication skills and the ability to express information and opinions with consistency, clarity and in a straightforward manner
• Careful attention to detail and ability to apply knowledge and expertise to provide outstanding customer service
• Highly organized, attention to detail and excellent follow-through required
• Exceptional decision making, analytical and problem-solving skills.
• Collaborative and inclusive leadership style with ability to support the growth of all staff

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

What sets us apart?

Be in good company

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking

You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

Grow together

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

Benefits and perks

• Competitive salary
• Participate in our comprehensive benefits plan on day one — no waiting period
• Company-matched Retirement Savings Plan
• Company-paid training and development courses
• Community involvement
• Hybrid work environment

Are you interested?

Please Apply!

This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.

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