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Posted 20 days ago

Director - Advisory

@ CAA Club Group

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Thornhill, Ontario

5+ years experience
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SIGNALS

Overview

CAA Club Group is hiring a Director, Advisory to lead the advisory sales function across life, health and estate-related opportunities. The role reports to the AVP and drives sales conversion, coaching and pipeline performance. The posting offers competitive total compensation, a performance-based bonus, merit increases and a DC pension plan with matching.

Responsibilities:

  • Lead advisory sales performance and conversion results
  • Coach and develop sales and intake teams
  • Manage KPIs, pipeline activity and reporting
  • Improve lead qualification, routing and follow-up
  • Support complex client opportunities and escalations

Requirements summary:

  • 5 to 10 years of leadership experience in sales or financial services
  • Experience managing teams and performance metrics
  • Strong coaching, communication and leadership skills

Tools & skills

SalesReportingLeadershipCoachingCommunication skills

Benefits mentioned

Health insuranceLife insuranceRetirement planTuition support
Source and dates

Employer career site / ATS feed · successfactors

Employer posting date
2026-10-17
First seen by our source
2026-10-09
Source record updated
2026-10-17

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentSales
Experience5+ years
Management experience5+ years
Manages peopleYes
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Encouraged to applyPeople with disabilities
Perks mentionedRetirement plan, Tuition support, Performance bonus, Employee discount, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

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CAA Club Group

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FieldValue
Open jobs on Jobsy106
Job description

About Us

CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:
• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more

Join our growing team where everyone belongs!

Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Position Details

What You Will Do

Reporting to the AVP, the Director- Advisory is responsible for leading the advisory sales function and driving sales conversion across life, health, and estate-related opportunities.

  • Lead advisory sales performance and conversion results
  • Coach and develop sales and intake teams
  • Manage KPIs, pipeline activity, and reporting
  • Improve lead qualification, routing, and follow-up processes
  • Support complex client opportunities and escalations
  • Work closely with operations and marketing teams
  • Drive accountability, professionalism, and client experience

Who You Are

  • 5–10 years of leadership experience in sales, financial services, insurance, banking, or related industries
  • Experience managing teams and performance metrics
  • Strong coaching, communication, and leadership skills

What's In It For You

Competitive total compensation and benefits package
Annual shared success program based on performance
Annual merit increases based on performance
DC Pension Plan with a matching contribution component
Complimentary CAA Membership
Please note that we may use AI tools to help us through the recruitment process.

Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs

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