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Last updated: 5 hours ago

Private Client Service Advisor - High Net Worth

BFL CanadaWaterloo, ON, CA
Full-time

We offer more than a job, we offer a career!.We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the... Show more

Unreal Engine C++ XR Developer II

Mawari TechnologiesWaterloo, Ontario, Canada
Full-time

At Mawari we believe the next iteration of the internet will be delivered to XR devices.It represents a fundamental and pivotal change on how we work, socialize and learn today.To power the next ge... Show more

Senior Ruby Developer - RBCx - Dr. Bill

0000050007 Royal Bank of Canada420 WES GRAHAM WAY, FLOOR 3:WATERLOO
Full-time

Senior Software Engineer (Rails/Ruby).We know building great businesses takes more than just capital, which is why our four pillars –Banking, Capital, Platform, and Ventures –– combine to make us t... Show more

 • New!

Technology Software Developer

PurolatorKitchener, ON, CA
Temporary

As Canada’s leading integrated freight, package, and logistics provider, we’ve been helping promises get where they need to be for more than 60 years.The places we go, the elements we brave, the pr... Show more

Mainframe Developer

Astra North Infoteck Inc.Kitchener, ON, ca
Full-time

Job Description: Role: Mainframe Developer.Validate application functionality after code changes and promotions Compare and analyze source code between SCLM and BMC AMI (Code Pipeline ISPW) Verify ... Show more

AI Vision Fullstack Developer

Ironbelly StudiosWaterloo, Ontario, CA
Full-time
Quick Apply

Ironbelly Studios is comprised of a talented, passionate and dedicated number of game developers from all corners of the globe.Our focus is on creating high quality entertainment experiences as wel... Show more

Senior Ruby Developer - RBCx - Dr. Bill

Royal Bank of Canada>WATERLOO, Canada
Full-time

Senior Software Engineer (Rails/Ruby).We know building great businesses takes more than just capital, which is why our four pillars –Banking, Capital, Platform, and Ventures –– combine to make us t... Show more

 • New!

Senior Full Stack Engineer

SAPWaterloo, ON, CA
Full-time +1

At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you.We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to h... Show more

Sr Fullstack Software Engineer -.Net/React

Motion RecruitmentWaterloo, Ontario, Canada
CA$90,000.00 yearly
Full-time +1

Hybrid (3 days per week in office).Located near the University of Waterloo Campus.We are seeking a Full Stack Engineer with a strong front-end focus to join a growing technology team in Whitby, Ont... Show more

Operations Support Engineer (Applications / Production)

Company 1 - The Manufacturers Life Insurance CompanyWaterloo, Ontario
CA$86,100.00 yearly
Full-time

Collaborating with our Engineering Manager, our Operations Support Engineer will support and optimize.NET, React, NodeJS, and microservices applications to ensure high availability and performance.... Show more

Engineering Manager, Manulife Bank

Company 58 - Manulife Bank of CanadaWaterloo, Ontario
CA$113,000.00 yearly
Full-time

Join our Manulife Bank Technology Team!.If you have experience leading squads and passionate in mentoring hands-on teams, let's explore a partnership!.Lead a team of technology Software Engineers, ... Show more

Manufacturing Process Developer

Sonova AGKitchener, Ontario, CA
CA$73,000.00 yearly
Full-time

Manufacturing Process Developer.You will play a key role in developing, optimizing, implementing, and qualifying manufacturing technologies that support product innovation and operational excellenc... Show more

Virtual Data Collection Coordinator (Work-at-Home)

FocusGroupPanelConestogo, Ontario, Canada
CA$9.00 hourly
Remote
Part-time

Work From Home, Entry Level Data Entry Clerk As A Research Participant.We are looking for people who want to work remotely from home.You'll need an Internet connection and a mobile device or comput... Show more

Maintenance Millwright - Watson Facility

CargillKitchener, ON, Canada
Full-time

New, easy-to-apply options are available for this role: chat with our recruiting assistant Ana at careers.Want to build a stronger, more sustainable future and cultivate your career? Join Cargill's... Show more

 • Promoted

Full Stack Software Engineer (.NET, Blazor, AI)

The DescartesWaterloo, ON, CA
Full-time

Descartes Unites the People and Technology that Move the World.The need for efficient, secure, and agile supply chains and logistics operations has become ever more critical and complex.By combinin... Show more

Digital Experience Software Developer

Randstad CanadaWaterloo, Ontario, CA
Temporary
Quick Apply

As a member of Our Client's Digital Experience team, you will be responsible for the end-to-end development of In-Vehicle Infotainment (IVI) software.Your work will directly impact how users intera... Show more

Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.WATERLOO, Ontario, Canada
CA$90,000.00 yearly
Full-time

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Show more

.Net /API Developer

ProcomBreslau, CA
Full-time +1

On behalf of our Automotive client, Procom is searching for a.Net /API Developer for a 4 month contract role.This position is a hybrid position with 4 days onsite at our client’s Cambridge, Ontario... Show more

Oracle EBS Projects Functional Developer

StantecWaterloo, ON
CA$89,200.00 yearly
Full-time +1

At Stantec, we have some of the world’s leading professionals passionate about enabling our business to be its best.Our business teams include finance, procurement, human resources, information tec... Show more

Studio Manager In Training

Orangetheory Fitness 10018Waterloo, ON, CA
CA$45,000.00 yearly
Full-time

Join the fast-growing phenomenon where you get to work alongside industry-leading talent in a high-performance culture who are passionate, experienced, and determined.Fastest-Growing Private Compan... Show more

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Private Client Service Advisor - High Net Worth

Private Client Service Advisor - High Net Worth

BFL CanadaWaterloo, ON, CA
27 days ago
Job type
  • Full-time
Job description

We offer more than a job, we offer a career!

  • We support our employees to shape their career by encouraging continuing education and investing in training and development.
  • We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
  • We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
  • We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
  • We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
  • We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a Private Client Service Advisor (High Net Worth), in our Waterloo Office!

The primary purpose of this position is to assist the Client Executives in providing the highest quality service to our High-Net-Worth clients, colleagues, and insurers.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Your day as a client service Assistant

  • Provide exceptional client service
  • Prepare underwriting submissions, client proposals, cover notes, etc. and maintain appropriate documentation for various accounts and/or correspondence, with clear instructions and direction from the Client Executives
  • Process renewals and endorsements in a timely and efficient manner
  • Ensures abeyances and follows ups for outstanding items from underwriters and clients are in place and completed
  • Focus on maximizing retention
  • Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner
  • Other miscellaneous duties and special projects as required

Our ideal candidate

  • Minimum 3 years industry related experience
  • RIBO license (insurance designation, CAIB or CIP preferred), or working towards
  • Experience with High Value Homes considered an asset
  • Extremely detailed
  • Excellent communication skills, listening, verbal and written
  • Must be completely client focused and service oriented
  • Ability to work well independently, as part of a team and with others throughout the organization
  • Good knowledge of company portals
  • Positive attitude and a desire to grow
  • Willingness to go above and beyond the job description
  • Effective time management and organizational skills
  • Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint

This posting is for an existing vacancy position.

The expected salary for this role ranges from 65,000$ to 75,000$. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

Who we are.

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,500 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.

Visit our website to learn more about us:

BFL CANADA is an equal opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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