Jobs in Canada

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Added 19 mins ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Saguenay, QC · Chicoutimi, QC
- Full-time
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security…
Added 19 mins ago
R
Advisor, Talent and Culture
RONA
Boucherville, QC
- Full-time
Reporting to the Manager, Talent and Culture, the Talent and Culture Advisor plays an active role in the design, implementation, and continuous improvement of programs and initiatives that…
Added 19 mins ago
CP
Manager, Total Rewards
CAAT Pension Plan
Toronto, ON
- Full-time
Serve as a trusted advisor to business leaders and HR partners, providing consultative, data-informed guidance on compensation, benefits, and Total Rewards decisions while navigating…
Added 19 mins ago
Senior Manager, IT Business Partner
Celestica International LP
Toronto, ON
Working with the Director of Workflow Solutions, IT Business Partner (HR) is responsible for leading the alignment between the global Human Resources organization and global IT…
Added 34 mins ago
H
Account Executive (Bilingual) - Private Client
Halpenny
Ottawa, ON
- Full-time
Are you a bilingual insurance professional who thrives on building relationships, winning new business, and delivering exceptional service to affluent clients? If so, we'd love to hear from…
Added 34 mins ago
PS
Senior Manager, IT Business Partner
Periscope Search Group
Toronto, ON
- Full-time
Reporting to the Director of Workflow Solutions, you'll be the bridge between global HR and IT: the advisor who translates HR's business vision into a scalable technology roadmap and…
Added 34 mins ago
TC
Azure Architect
Tata Consultancy Services
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
Acts as expert for Azure Cloud initiatives as Technical advisor or Solutions Architect or Strategic consultant in the solution designing, Presales, plan, design, and delivery of cloud…
Added 34 mins ago
B
Total Rewards Advisor (Temporary, 12 months)
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as an advisor to the HRBPs and management on all matters relating to global remuneration.
Added 34 mins ago
B
Total Rewards Advisor (Temporary, 12 months)
BRP
Valcourt, QC
- Full-time
Act as an advisor to the HRBPs and management on all matters relating to global remuneration.
Added 34 mins ago
MF
AVP, Client Engagement & Communications
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Development of data and insights to drive personalization. Collaborate with Data, IS and key business leads in Sales and Service to prioritize Advisor 360 insights that can create…
Added 34 mins ago
Strategic Partner Development Manager, Applied AI ISV Partnerships, Retail
Google
Waterloo, ON
15 years of experience in Partner Management, Product Management, Business Development, Sales, or Channel Development in the technology industry.
Added 34 mins ago
B
Commercial Insurance Advisor- Service Team
BrokerLink
Dryden, ON · Thunder Bay, ON · Kenora, ON
- Full-time
In the role of a Commercial Insurance Advisor, you will be responsible for answering phones in an Ontario Inbound Service Queue, sales, prospecting and servicing an existing commercial book…
Added 49 mins ago
Account Executive
F12.net
AB
…professionals equipped to deliver unmatched service to Canadian business leaders. We value humble service, continuous improvement, and hard work - and we’re looking for like-minded…
Added 49 mins ago
Territory Manager
F12.net
AB
The Territory Manager is a trusted advisor who seeks to understand a customer’s vision & mission and uses that understanding to design an optimized solution that empowers and transforms…
Added 49 mins ago
Home Comfort Advisor
Right Time Group of Companies
Sudbury, ON
Home Comfort Advisor (HCA) – Outside SalesUncapped Earnings |Company-Generated Opportunities | Career Growth
Added 49 mins ago
Assistant
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 49 mins ago
N
AVP - Associate General Counsel
Nasdaq
Toronto, ON
- Full-time
As a AVP Associate General Counsel supporting Nasdaq Verafin, you will serve as a senior legal advisor and strategic partner to the Verafin business, providing practical legal counsel…
Added 49 mins ago
C
Commercial Card Product Sales, Vice President
Citi
Toronto, ON
- Full-time
Citi is seeking a high-performing, client-focused Commercial Cards Product Sales Senior Specialist to drive new business growth across our Commercial Cards franchise.
Added 1 hour ago
TC
AWS Architect
Tata Consultancy Services
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
Acts as expert for AWS Cloud initiatives as Technical advisor or Solutions Architect or Strategic consultant in the solution designing, Pre sales, plan , design, and delivery of cloud…
Added 1 hour ago
EI
SAP Consultant
ExcelGens, Inc.
Montreal, QC
- Contract
Category: Procurement | Business Professional
Added 1 hour ago
Z
Intermediate Accountant
Zeifmans
Toronto, ON · North York, ON
- Full-time
Development of a business advisor mindset is important.
Added 1 hour ago
D
Sr. Project Manager, Owners Engineering
DNV
Toronto, ON
- Full-time
Our OE team strives to develop long-term partnerships with our customers, acting as their trusted advisor from the earliest layouts through construction. Our Customers are at the forefront…
Added 1 hour ago
SP
People & Culture Advisor / Conseiller/Conseillère en ressources humaines et culture d’entreprise
Sekure Payment Experts
Dollard-Des Ormeaux, QC
- Full-time
Reporting to the Manager, People & Culture, the People & Culture Advisor will partner with the HR management team to develop and implement HR policies, programs and practices for the…
Added 1 hour ago
AA
Conseiller.ère, Gestion des compétences et formation / Competency and Learning Management Advisor
Airbus Aircraft
Montreal, QC
- Full-time
Added 1 hour ago
B
Investment Bank Diversified Industries, Analyst
Barclays
Toronto, ON
- Full-time
Development and maintenance of strong relationships with corporate clients by understanding their business, financial goals, and industry trends. .

Halpenny

Account Executive (Bilingual) - Private Client

Ottawa, ON, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 11, 2026
Experience: 3+ years of Personal Lines experience within an insurance brokerage or financial services setting.
Posting language: English
Posted: Nov 11, 2026

Original job description

Account Executive (Bilingual) – Private Client

Location: Hybrid in Ottawa- Current Vacancy

Join Halpenny – Proudly Independent and Canadian Owned

At Halpenny Insurance Brokers, we've been helping clients protect what matters most since 1912. As Ottawa's largest independent, Canadian owned insurance brokerage, we combine the strength and stability of an established national organization with the personalized service and local expertise our clients value.

Are you a bilingual insurance professional who thrives on building relationships, winning new business, and delivering exceptional service to affluent clients? If so, we'd love to hear from you.

We're growing and looking for a Bilingual Private Client Account Executive who is dynamic and results driven. As the Account Executive you will be responsible for hunting new business and managing a small, dedicated book of High-Net Worth and VIP clients.

About the Role

This role is ideal for a self-motivated "go-getter" who thrives on building an organic sales pipeline while delivering proactive, high-touch account management, renewals, and cross-sell services. In addition to generating sales, you will act as a trusted advisor, leveraging industry knowledge to provide a best-in-class client experience through customized insurance solutions for a portfolio of High-Net Worth and VIP clientele.

Key Responsibilities

New Business & Pipeline Development (80%)

Proactively Hunt for Business: Build and manage a robust pipeline through aggressive prospecting, cold outreach, community involvement, and networking.
Convert Warm Opportunities: Capitalize on an internal pipeline of group, and substantial Commercial Lines cross-sell referrals (including premium first-responder group programs).
Quote & Close Deals: Identify prospect needs, utilize Applied Rating Services or Company Portals to secure competitive terms and close value-driven sales.

Account Management and Client Care (20%)

Manage a small portfolio of primarily French speaking personal insurance clients
Build strong client relationships and provide professional insurance advice tailored to individual needs
Support policy renewals, endorsements, and claims inquiries
Promote client retention through proactive account management and exceptional service
Maintain accurate client records and documentation in compliance with regulatory requirements
Collaborate with insurance carriers and internal teams to deliver effective client solutions

What You'll Bring

Required Qualifications

Valid RIBO licence
Fluency in both French and English (written and verbal)
Experience using insurance broker management systems and related technologies
3+ years of Personal Lines experience within an insurance brokerage or financial services setting.
A relentless drive for results, a competitive spirit, and a proven track record of prospecting and winning new business.
Extensive knowledge of Major Domestic Personal Lines Markets.
Superb verbal and written communication skills. Strong attention to detail with the ability to self-manage, multitask, and stay focused on priorities in a fast-paced environment.

Preferred Qualifications

Experience managing a book of business centered around high net worth clients
Post-secondary education in business, insurance, or a related field

Why Join Halpenny?

Competitive base and commission combination totaling 85,000 (with uncapped commissions the earning potential could exceed this amount)
Hybrid work options in Ottawa or Toronto, with remote opportunities elsewhere in Canada
Comprehensive health and dental benefits and a Wellness Spending Account
Group RRSP with employer matching
On-demand learning through IBO and professional development opportunities
Flexible personal days for illness, emergencies, or family needs
Collaborative, inclusive, and supportive workplace culture
Career growth opportunities across our Private Client, Commercial Insurance, and Employee Benefits divisions

Interested in joining our team? Apply Today

Please submit your resume and a brief cover letter outlining your qualifications and interest in the role to: careers@halpenny.com

Halpenny is committed to equal opportunity employment. Accommodations are available upon request for applicants with disabilities throughout the recruitment and selection process.

Halpenny may use AI as part of the recruitment process.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Apply on LinkedIn About employer

More about this job

Responsibilities

Develop new business through prospecting, networking, referrals, quoting, and closing insurance sales, while managing a small portfolio of primarily French-speaking high-net-worth and VIP personal insurance clients. Provide tailored insurance advice and proactive account service, support renewals and claims inquiries, maintain compliant records, and coordinate with carriers and internal teams.

Requirements

Candidates must hold a valid RIBO licence, be fluent in written and spoken French and English, and have at least three years of Personal Lines experience in an insurance brokerage or financial services setting. They should have experience with broker management systems, knowledge of major domestic Personal Lines markets, and a strong record of prospecting and winning new business; high-net-worth book experience and relevant post-secondary education are preferred.

Skills

New Business Development
Prospecting
Sales Pipeline Management
Cold Outreach
Networking
Insurance Sales
High-Net-Worth Client Management
Personal Lines Insurance
Account Management
Client Relationship Building
Insurance Advice
Policy Renewals
Cross-Selling
Claims Support
French-English Bilingual Communication
Applied Rating Services

Benefits

Health And Dental Benefits
Wellness Spending Account
Group RRSP With Employer Matching
On-Demand Learning
Professional Development Opportunities
Flexible Personal Days
Career Growth Opportunities

Visa sponsorship

Not detected in the job text

Keywords

RIBO Licence
Personal Lines Insurance
High-Net-Worth Insurance
VIP Clients
Major Domestic Personal Lines Markets
Insurance Brokerage
New Business Development
Prospecting
Cold Outreach
Sales Pipeline
Networking
Cross-Selling
Commercial Lines Referrals
Applied Rating Services
Company Portals
Broker Management Systems
Policy Renewals
Endorsements
Claims Inquiries
Client Retention
Regulatory Compliance
French
English
Insurance Carriers
Account Management

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