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Clu Designation Jobs in Toronto, ON (NOW HIRING)

HollisWealth

Investment Advisor

Toronto, ON · Hybrid

Preference will be given to applicants with the following designation, CLU, F.Pl., PFP, QAFP and/or CFP designations * Bilingual [French/English] is an asset Why you'll love working with us * A work ...

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Clu Designation information

What is a CLU designation?

A CLU (Chartered Life Underwriter) designation job typically involves financial planning, insurance advising, and risk management. Professionals with a CLU designation specialize in life insurance, estate planning, and wealth transfer strategies for individuals and businesses. They often work as financial advisors, insurance consultants, or wealth management professionals. The CLU designation signifies expertise in helping clients protect assets and plan for the future.

What are the key skills and qualifications needed to thrive as a CLU designation, and why are they important?

I'm sorry, but 'Clu Designation' does not appear to be a recognized professional job title. Please provide a valid, real-world occupation for an accurate response.

What is the difference between Clu Designation vs Certified Learning Professional?

AspectClu DesignationCertified Learning Professional
Required CredentialsTypically requires specific training and certification in learning and developmentRequires certification in learning and development, often including coursework and exams
Work EnvironmentPrimarily in corporate training, educational institutions, or consulting firmsIn corporate, educational, or professional development settings
Employer & Industry UsageUsed by organizations seeking qualified learning specialistsRecognized across industries for expertise in training and development
Search & Comparison IntentOften searched by HR professionals or organizations evaluating training rolesCompared by professionals seeking certification in learning and development

The Clu Designation and Certified Learning Professional both focus on expertise in learning and development. While they share similar credentials and work environments, the Clu Designation is often more targeted toward specific industry certifications, whereas the Certified Learning Professional emphasizes broader professional certification in training and development practices.

Clu Designation jobs near you

Senior Insurance Advisor

Ontario Medical Association

Toronto, ON • On-site

Full-time

Medical, Life, Retirement

Posted 8 days ago

Key responsibilities

  • Building, maintaining and growing relationships with physicians to review insurance needs, conduct needs analysis, and review retirement goals.

  • Recommending OMA Insurance solutions to address clients' needs and explaining options and financial risks.

  • Presenting insurance solutions at events and venues to promote OMA Insurance and address client needs.

Job description

Are you looking to join one of Greater Toronto’s Top 2026 Employers?
The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.
Job summary
This position is responsible for extensive business development and relationships with physicians, and health care centre of influences in the physician community to promote OMA Insurance and OMA Insurance retirement products.
How you will make a difference
  • Building, maintaining and growing strong working relationships with physicians to review insurance needs, conduct needs analysis and review retirement goals, analyzing current coverage, identifying gaps, and presenting and explaining options and associated financial risks and impacts.
  • Recommending OMA Insurance solutions to address needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
  • Presenting OMA Insurance solutions at various events and venues to build the OMA and OMA Insurance brand while addressing needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
  • Participating in ad-hoc internal projects, and initiatives, providing subject matter expertise, feedback, insights, and suggestions gained from interactions with members and peers.
  • Actively participate in insurance initiatives and provide peer support in training initiatives while modeling the values of OMA and OMA Insurance.
  • Developing, building, and maintaining strong business relationships across the OMA, and with external business partners, local hospitals, clinics, to expand and grow OMA Insurance presence in the local community.
  • Maintaining current license requirements and knowledge on emerging trends, technologies, changes in applicable compliance and insurance regulations, share information, and promote OMA offerings.

Requirements that are important to us
  • University degree in Business, Commerce, Finance, Economics, or a related field, or an equivalent combination of education and experience.
  • six to nine years of experience advising high-net-worth clients on insurance, financial planning, wealth management, or related financial solutions.
  • Demonstrated ability to build trusted relationships, articulate the value of products and services, and educate clients on their personal financial needs and goals.
  • Life License Qualification Program (LLQP) designation required.
  • Certified Financial Planner (CFP) designation considered an asset .
  • Chartered Life Underwriter (CLU) designation considered an asset
  • Certified Health Insurance Specialist (CHS) designation considered an asset.
  • Trust and Estate Practitioner (TEP) designation considered an asset.
  • Strong knowledge of insurance products, retirement planning, annuities, investments, and regulatory/compliance requirements.
  • Experience using Salesforce CRM or a similar customer relationship management platform.

This role requires travel to our Toronto head office quarterly or as required. There is also travel to Hospitals, Clinics and Events in your region, as needed.  
What do we have to offer you?
  • A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
  • A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
  • An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
  • A commitment to growth and development through paid professional development and continuous in-house learning
  • A friendly and flexible hybrid work environment
  • Competitive total rewards package including a hiring salary range of $92,835-$98,640 plus pension plan and a bonus program
  • Exceptional group benefits package, including a spending account and a robust wellness program
  • An organization that has been recognized as a Greater Toronto’s Top Employers for six consecutive years.

As a condition of employment, OMA conducts background checks and reference checks for all open positions.
     
             
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We're excited to share this opportunity, which is for an existing vacancy on our team.  Kindly be advised that our recruitment process does not involve the use of Artificial Intelligence.
The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.

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