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Last updated: 18 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

 • New!

Senior Fullstack Software Engineer

Insight GlobalKitchener, ON
Permanent

Candidates must be legally authorized to work in Canada.Insight Global is looking for two highly skilled Senior Full-Stack Software Engineers to design, implement, and scale a secure, production-gr...Show more

Full-Stack Software Engineer

ManulifeWaterloo, Ontario
Full-time

At John Hancock, a leading force in the life insurance industry, we are committed to delivering exceptional digital experiences to our customers.Technology is at the heart of that mission.We are lo...Show more

Maintenance Millwright - Watson Facility

CargillKitchener, ON, CA
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

Senior General Manager

215 Lexington RdWaterloo, ON
Full-time +1
Quick Apply

Aspira Hygate Waterloo Retirement Living.Rate of Pay: $96,655 - $120,819.This posting is for an existing vacancy.Join our compassionate and dynamic team as the Senior General Manager at Sienna Seni...Show more

Integration Engineer: Customer Developer Experience (Remote)

ConstructorKitchener, ON, CA
Remote
Full-time
Quick Apply

Constructor is the next-generation platform for search and discovery in ecommerce, built to explicitly optimize for metrics like revenue, conversion rate, and profit.Our search engine is entirely i...Show more

Sr Fullstack Software Engineer -.Net/React

Motion RecruitmentWaterloo, Ontario, Canada
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

Financial Planning Specialist

Royal Bank of Canada>WATERLOO, Canada
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

Regional Sector Lead - Water Conveyance

StantecWaterloo, ON
Full-time +1

Communities everywhere share the need for clean water.And as they work to meet that need, they’re facing new, more complex challenges every day.Our water professionals collaborate to contribute inn...Show more

Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.WATERLOO, Ontario, Canada
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

Application Support Analyst

Juventus ConsultingWaterloo, Canada
Full-time

We are looking for an Application Developer both Java and.The split would be 75% Java work and 25%.This is 1 year contract, work could be out of Toronto or Waterloo.The required candidate will be a...Show more

Vice-président.e adjoint.e, Tarification pour les clients fortunés

Company 1 - The Manufacturers Life Insurance CompanyCAN, Ontario, Waterloo, 500 King Street North
Full-time

As a senior member of our Underwriting leadership team, the AVP, High Net Worth Underwriting drives the underwriting experience and risk management in the Canadian segment large case market.Reporti...Show more

Front-End Software Developer

PurolatorKitchener, ON, CA
Full-time

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

Transformer assembly operator

Randstad CanadaWaterloo, Ontario, CA
Permanent +1
Quick Apply

Are you a detail-oriented individual looking to build a rewarding career in the manufacturing and logistics sector? As a global leader in talent solutions, Randstad connects skilled workers like yo...Show more

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Private Client Service Advisor - High Net Worth

Private Client Service Advisor - High Net Worth

BFL CanadaWaterloo, ON, CA
18 hours 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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