We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.
We will count on you to:
Act as lead advisory colleague on books of business.
Develop an understanding of the clients business strategic priorities risk strategies and risk management needs and provides advice accordingly to successfully serve clients.
Utilize risk expertise and knowledge of industry and insurance market place to review clients exposures and loss experience and develop solutions for standard client needs.
Execute renewal/placement strategies in conjunction with the Placement Advisory Leader and Client Executive and executes in accordance with client instructions.
Lead presentations to prospective clients and develop/suggest innovative solutions to client and client team members to gain new clients and projects.
Partner with Placement to receive negotiate and evaluate quotes from carriers to deliver the best options to clients.
Build and maintain relationships with clients and is the primary point of contact for day-to-day service needs.
Maintain quality in all areas of client deliverables including monitoring delivery and invoicing to ensure client is satisfied.
Keep abreast of changing market conditions and contributes to the firms body of knowledge within product line through active internal communication.
What you need to have:
7 years experience in the Insurance Industry
Experience working with and managing large accounts
Strong analytical and technical skills
Service expertise sales capabilities with a focus on client retention retaining and converting clients
What makes you stand out:
An in-depth knowledge of changing market conditions to contribute to the firms body of knowledge within FINPRO or related industry
Ability to present and advise on complex risk issues at the Executive level
Why join our team:
We help you be your best through professional development opportunities interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.
Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.
Required Experience:
Unclear Seniority
FINPRO Client Advisor • Toronto, Ontario, Canada
Cultivate lasting client relationships as a Premium Client Relationships Advisor.Leverage your product knowledge to drive sales and enhance client loyalty in a luxury retail environment.The positio... Voir plus
We’re building a relationship‑oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength... Voir plus
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Voir plus
A leading fintech company based in Canada is seeking a Product Owner to drive innovation in financial technology solutions.This role involves managing product backlogs, collaborating with cross-fun... Voir plus
We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk.This role will be based in Vancouver or Toronto.This is a hybrid role that has a requirement of working at least ... Voir plus
Become a Financial Client Advocate at Wealthsimple, based in Toronto, Ontario, with a hybrid working model.This role demands fluency in French and English while simplifying financial narratives for... Voir plus
A transformative FinTech company is seeking a driven Business Development Representative to join its growing team in Toronto.This role is pivotal for creating new business opportunities through hig... Voir plus
A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions.This role involves conducting client meetings, understanding financi... Voir plus
Join as a Client Advisor to deliver exceptional, personalized service to a diverse luxury clientele in a fast-paced retail environment.You will serve as a personal advisor, using a strategic sales ... Voir plus
We are seeking a talented individual to join our FINPRO Advisory team at Marsh Risk.This role will be based in Vancouver or Toronto.This is a hybrid role that has a requirement of working at least ... Voir plus
A leading fintech company in Ontario is looking for an Investment Representative to join their team in Toronto.This position is vital for supporting retail and high-net-worth clients through expert... Voir plus
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus
We are looking for an entrepreneurial sales leader with demonstrated performance in new business development, driving strategic growth for partners, and consistent delivery of business revenue resu... Voir plus
Step into a Client-Focused Investment Advisor role at Tangerine.Deliver unique investment solutions and empower Canadians to achieve their financial goals through exceptional service.In this Level ... Voir plus
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Voir plus
Deliver the Tiffany Experience as a Client Advisor, where each interaction is an opportunity to connect with clients through exceptional service.Aim for excellence while exceeding sales goals.Clien... Voir plus
Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Voir plus
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together.Our unique position as one o... Voir plus
Transform the customer experience at CELINE as a Client Advisor in Toronto’s Yorkdale boutique.Leverage your luxury sales expertise to meet and exceed performance goals.CELINE is searching for an e... Voir plus
The Client Advisor is responsible for providing exceptional client experience and product knowledge to drive individual and store sales targets and KPI’s.Acting as a brand ambassador, the Client Ad... Voir plus
