Head of Insurance- Canada
Company and Strategy
As a North American financial service leader with over $900 billion in assets under care and
more that 14,000 Financial Advisors located across the United States and Canada, we take a
unique, personal approach to business, an approach that starts with a face-to-face meeting
between a financial advisor and an investor.
Our commitment to providing a workplace that both challenges and rewards our associates has
contributed to our inclusion in the "50 Best Employers in Canada" list for the thirteenth
consecutive year. As we continue to expand our business and growing network of branch offices,
we are seeking highly motivated, results oriented individuals who are looking for both
professional and personal satisfaction.
Overview
We are looking for a senior level insurance leader who will be responsible for delivering results
through the development and execution of the Insurance Solutions strategy for Canada. This role
owns the timely development and excellent execution of the strategic business plan for the
marketing and growth of Insurance solutions for Canada, and the corresponding results. The
Head of Insurance will be a member of the Product and Services senior leadership team.
One of the key objectives of this role is insurance growth in Canada, delivered through helping
our branches continue the transition from a product focused investment business to an integrated,
planning based and client needs focused business incorporating insurance solutions to help our
advisors deepen client relationships and meet client needs.
Key Responsibilities
Lead the Insurance Marketing department and the field-based Insurance specialist team to achieve
results through:
 Increased breadth and depth of insurance solutions offered by our financial advisors in
our branches to deepen client relationships.
 Collaboration and greater awareness and support from all related departments for
ensuring insurance solutions are part of a consistent, deliberate and repeatable branch
solutions and planning process.
 Developing and achieving the Insurance department annual business plan objectives.
 Providing strong leadership to the Insurance Specialist leader, the field-based Insurance
specialist team and associates in the Insurance Marketing department.
 Nurturing strong relationships with the firm's insurance product partners and aligning
marketing activities both internally and externally to educate the specialist team and
branch teams to promote the offering of insurance solutions.
 Collaborating with the Product Review department and insurance carriers to review and
recommend new products and or new product partners to meet current or evolving client
needs.
 Enhancing the branch experience for insurance by streamlining of processes both at the
branch and back office in collaboration with related departments in Operations and
Service so as to simplify/automate the application and reporting process for pending
applications and inforce policies, and to ensure timely insurance reviews with clients.
 Partnering with industry organizations (e.g. CLIEDIS) to provide input from firm
leadership to accelerate technology strides in the Canadian insurance industry.

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Working collaboratively with the internal departments to increase use of the solutions
based approach to address the wealth transfer and protection needs of affluent and
business owner clients.
As a senior member of the Canadian Client Solutions Group Leadership team, collaborate
across other divisions and geographies to collectively serve branch teams and their
clients.
Skills
• Develop recommendations while addressing and balancing potential competing priorities
from other product lines and solutions.
•
Strong problem solving abilities to effectively and quickly address complex and changing
business opportunities and challenges.
•
Sound judgment to quickly prioritize conflicting objectives to make decisions on a wide
variety of unique issues across the departments he or she is responsible for.
•
Leadership of associates to develop priorities and objectives for Insurance solutions.
•
Work with leaders of similar departments in the US to ensure that best practices are
learned, shared and leveraged across the company.
•
Identify, develop and mentor future leaders of the firm's Canadian Client Solutions
Group.
Knowledge and Qualifications
• 10+ year's insurance industry experience at a senior level with a proven track record of
growing responsibility with an insurance carrier, MGA or bank brokerage.
•
CFP or other industry designation preferred with rich experience in:
• Developing and executing strategy
• Delivering business results
• Exercising sound judgment and decision-making
• Responsibility and success in managing complex and interdependent teams in
multi-dimensional (matrix) organizations.
• Strong knowledge of the insurance industry (both narrowly and broadly defined), its
trends and the competitive environment.
• Undergraduate degree, with post-secondary degree preferred.
• Life and Health licenses required.
Location:
Mississauga, ON
Qualified Candidates please submit credentials to Matt Huffman, Executive Recruiter –
matt.huffman@edwardjones.com