Job Description

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:

• Negotiating with benefits carriers and vendors to secure optimal health and welfare plan coverage.
• Preparing and delivering renewal presentations to plan sponsors.
• Ensuring high-quality service delivery and maintaining strong client satisfaction.
• Developing processes to scale the business.

Business Growth & Opportunity Development

You will lead business development initiatives across Canada by:

• Generating new opportunities organically and through our internal advisor network.
• Developing and executing a national business development strategy.
• Cross-selling/generating group retirement leads with other members of the WAGS team.

Member Education & Guidance

• Preparing for, attending, and conducting client meetings and employee presentations; both virtually and in person.
• Providing personalized support for employees who may need help converting life insurance coverage and/or health and dental coverage without a medical when terminating from a group plan.
• Supporting the training and development of junior associate / analyst(s) of WAGS employees.

Proactive Client Service

• Ensuring timely, tailored solutions for client inquiries and challenges, anticipating needs before they arise.
• Acting as a senior resource for complex client servicing matters, ensuring a seamless and high-quality experience.

The Ideal Candidate Will Possess:

• Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.

• 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 competitive, cost-effective options for clients and prospects.

• Focus on client retention and relationship management, while identifying opportunities to expand services.

• Communicate industry trends and insights to clients, ensuring informed decision-making and exceptional service delivery.

• Negotiate with carriers and vendors to secure competitive and comprehensive benefits solutions.

• Leverage your benefits expertise to prepare and present renewals, interpret benchmark data, analyze trends and collaborate with HR teams to ensure accurate technical implementation.

• Lead business development efforts, set strategic direction and identify new opportunities across the WAPW advisor network.

• Develop strong working relationships with WAPW advisors.

• Prepare marketing specifications and collaborate with clients and carriers throughout the process.

• Oversee smooth transitions to new carriers, mitigating client risk and exposure (e.g., plan mapping, member coverage, communications).

• Coordinate finalist presentations with carriers.

• Address and resolve escalated client issues and inquiries involving employees, employers, and carriers.

• Stay current with carrier communications, legislative changes, and CLHIA guidelines to proactively identify client impacts and opportunities.

• Ability to deliver engaging education sessions.

• Demonstrates high accountability, adaptability and innovation in balancing client service, business development and member support to achieve strategic objectives.

• Strong attention to detail in all aspects of client communication, program design and reporting.

• Commitment to exceptional service with a client-first mindset and proactive approach to problem-solving.

• Exemplary interpersonal and communication skills across multiple mediums (in-person, phone, virtual) to engage diverse stakeholders.

• Strong leadership, problem-solving and critical thinking abilities to navigate complex client needs and market challenges.

• Highly organized and reliable work ethic, with the ability to manage multiple priorities in a fast-paced environment.

• Comfortable with ambiguity and capable of making sound decisions under pressure.

• Knowledge of group retirement related products an asset.

Conditions of employment:

• Must be legally eligible to work in Canada.
• Must be able to travel anywhere in Canada up 5 - 10% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com