Jobs in Canada

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Added 9 mins ago
AS
Payroll Specialist
AgileGrid Solutions
Canada
- Full-time
Collaborate with Sales and Finance teams to accurately calculate and process sales commissions, cross-checking data against CRM and sales records.
Added 11 mins ago
SJ
Finance Officer
St. John Ambulance Saskatchewan Council
Regina, SK
- Full-time
This role gives equal weight to accounting competence and systems aptitude. You will use Sparkrock 365 and Dynamics CRM to keep records accurate, trace transactions from their source to the…
Added 11 mins ago
G
Spécialiste du succès partenaire / Partner Success Specialist - DAP
Genetec
Montreal, QC
- Full-time
Suivre les données relatives aux partenaires et l'état d'avancement des intégrations au sein des systèmes Genetec, notamment le CRM, SharePoint, le portail des modules complémentaires, etc
Added 13 mins ago
G
Spécialiste du succès partenaire / Partner Success Specialist - DAP
Genetec
Remote, Canada
- Full-time
- Remote
Suivre les données relatives aux partenaires et l’état d’avancement des intégrations au sein des systèmes Genetec, notamment le CRM, SharePoint, le portail des modules complémentaires, etc.
Added 13 mins ago
Analyst, Business Systems
Canada Infrastructure Bank
Toronto, ON
Act as a subject matter expert for Dynamics CRM and Charles River Private Markets (CRPM) applications and their integrations, including data synchronization, error resolution and process…
Added 27 mins ago
WI
Senior Archaeologist
WSP in Canada
Whitby, ON
- Full-time
Deep understanding of CRM business, permitting pathways, Indigenous engagement practices, and heritage stewardship.
Added 27 mins ago
WI
Lead Archaeologist
WSP in Canada
Whitby, ON
- Full-time
Deep understanding of CRM business, permitting pathways, Indigenous engagement practices, and heritage stewardship.
Added 27 mins ago
WI
Senior Archaeologist
WSP in Canada
Markham, ON
- Full-time
Deep understanding of CRM business, permitting pathways, Indigenous engagement practices, and heritage stewardship.
Added 27 mins ago
WI
Senior Archaeologist
WSP in Canada
Vaughan, ON
- Full-time
Deep understanding of CRM business, permitting pathways, Indigenous engagement practices, and heritage stewardship.
Added 28 mins ago
AR
Regional Sales Coordinator
Algonquin Resort
Toronto, ON
- Full-time
Added 28 mins ago
VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Venture Media
Vancouver, BC
- From $60,000 CAD / year
- Full-time
Maintain accurate lead, opportunity, and client information in CRM.
Added 42 mins ago
NE
Représentant service à la clientèle- Révision des infractions
New Era Technology
Quebec, QC
- $19 to $21 CAD / hour
- Full-time
Une expérience avec Salesforce est un atout, ou avec d'autres outils CRM ou de gestion des tickets ITSM pertinents
Added 42 mins ago
L
Territory Manager
Linde
Montreal, QC
- Full-time
Organizational and analytical skills to manage multiple accounts, prioritize activities, interpret market data, and use CRM or sales reporting tools.
Added 42 mins ago
GI
Business Development Representative
GOODRATES INSURANCE
Richmond Hill, ON
- Full-time
…team to meet revenue targets, maintain accurate records in CRM systems, and contribute to marketing and outreach initiatives. The role also involves staying informed about insurance…
Added 43 mins ago
LF
Finance Assistant
LMG Finance
Kamloops, BC
- Full-time
Experience using CRM, document management or workflow software.
Added 43 mins ago
Sales Development Representative
ContactMonkey
Toronto, ON
Added 43 mins ago
Charlottetown - Territory Sales Representative
Canadian Federation of Independent Business
Charlottetown, PE
Experience with CRM tools and digital platforms is considered an asset
Added 43 mins ago
BS
Security Analyst
Bulletproof Solutions Inc
Fredericton, NB
- Full-time
Knowledge of trouble ticketing systems or CRM systems.
Added 58 mins ago
RG
Temporary Sales Host
Regional Group
Ottawa, ON
- Part-time
- Temporary
…supporting the on-site sales team with guest registration, CRM data entry, sales centre presentation, and general office support. This is a temporary part-time position, with an anticipated…
Added 1 hour ago
GP
Business Development Sales Representative
Global Payments Inc.
Vancouver, BC
- Full-time
Experience using Salesforce or other customer relationship management (CRM) platforms to drive sales effectiveness and pipeline visibility.
Added 1 hour ago
R
Strategic Operations Manager - Partnerships
Relay
Toronto, ON
- Full-time
Administer and optimize CRM workflows, data hygiene, and automation relevant to the A&B channel (e.g., Salesforce, HubSpot).
Added 1 hour ago
CD
Marketing Manager - Americas
Cirque du Soleil Entertainment Group
Montreal, QC
- Full-time
Act as the key liaison between external agencies and internal teams (PR, Sales, Digital, Revenue Management, Box Office, CRM, Creative, and Brand) rallying everyone around shared objectives
Added 1 hour ago
CD
Senior Sales Manager – Americas Touring Shows
Cirque du Soleil Entertainment Group
Montreal, QC
- Full-time
Proficiency in Salesforce or a comparable CRM, and Microsoft Office.
Added 1 hour ago
VC
Product Growth Marketing Manager, Lifecycle & GTM Systems
Valsoft Corporation
Remote, Canada
- Full-time
- Remote
…through various tactics. You’ll be involved in managing the CRM, data enrichment, prospect scoring, routing, & lifecycle marketing. You'll report to our VP of Revenue Operations and work…
Added 1 hour ago
Manager, Client Growth & Lead Generation - Tangerine
Scotiabank
Toronto, ON
Strong Excel skills; experience with CRM, reporting, visualization or data tools is an asset.

Marsh Canada

Senior High Net Worth Advisor

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

Company Description Marsh is a global leader in risk management and advisory services, helping clients navigate uncertainty and unlock opportunity through insights and solutions across risk, strategy, and people. The organization brings deep expertise in risk, reinsurance and capital, people and investments, and management consulting. Marsh collaborates with clients worldwide to support confident decision-making, build organizational resilience, and drive sustainable growth. Team members gain exposure to diverse industries and global trends, working in an environment focused on innovation, client service, and thought leadership.
Role Description The Senior High Net Worth Advisor role is a full-time position based in Toronto, ON, with a hybrid work arrangement that combines in-office collaboration and some work-from-home flexibility. In this role, the advisor provides tailored insurance and risk management solutions to high net worth clients, including comprehensive reviews of personal risk profiles and coverage needs. Day-to-day responsibilities include managing a portfolio of affluent clients, preparing proposals, advising on complex coverage structures, and coordinating policy placement and renewals. The advisor collaborates closely with underwriters and internal specialists, responds to client inquiries, and proactively identifies opportunities to enhance protection and service. The role also involves maintaining up-to-date knowledge of market trends, products, and regulatory requirements, contributing to business development activities, and mentoring less experienced team members as needed.
Qualifications

Proven experience advising high net worth or private client segments on insurance and risk management solutions, ideally within a brokerage or financial services environment.
Strong relationship management and client service skills, with the ability to build trust, communicate complex concepts clearly, and handle confidential information with discretion.
Solid analytical and problem-solving capabilities, including experience reviewing coverage, comparing market options, and structuring solutions for complex risk profiles.
Demonstrated organizational and time management skills, with the ability to manage multiple client priorities, meet deadlines, and maintain accurate documentation.
Knowledge of personal lines products relevant to high net worth clients (e.g., property, liability, specialty coverages) and awareness of current market and regulatory developments.
Comfort working in a hybrid environment, collaborating effectively with colleagues in-office and virtually, and using digital tools and CRM systems to manage client interactions.
Relevant professional designations or progress toward them (e.g., CIP, CRM, or equivalent) and a strong commitment to ongoing professional development.
Post-secondary education in business, finance, risk management, or a related field is preferred.

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More about this job

Responsibilities

Manage a portfolio of high net worth clients by assessing personal risks and coverage needs, preparing proposals, advising on complex insurance structures, and coordinating policy placement and renewals. Collaborate with underwriters and internal specialists, respond to client inquiries, identify opportunities to improve protection and service, support business development, and mentor less experienced colleagues as needed.

Requirements

Candidates should have experience advising high net worth or private clients on insurance and risk management, along with strong relationship, analytical, organizational, and communication skills. Knowledge of personal lines products, market and regulatory developments, digital tools and CRM systems is expected; CIP, CRM, or equivalent designations and post-secondary education in a related field are preferred.

Skills

High Net Worth Client Advising
Insurance And Risk Management
Relationship Management
Client Service
Coverage Analysis
Policy Placement And Renewals
Complex Risk Assessment
Market Comparison
Analytical Problem-Solving
Organization And Time Management
Personal Lines Insurance
Business Development
Regulatory Knowledge
Mentoring
CRM Systems

Visa sponsorship

Not detected in the job text

Keywords

High Net Worth
Private Client
Insurance
Risk Management
Personal Lines
Property Insurance
Liability Insurance
Specialty Coverages
Coverage Reviews
Risk Profiles
Insurance Proposals
Policy Placement
Policy Renewals
Underwriters
Business Development
Market Trends
Regulatory Requirements
Client Portfolio Management
CRM Systems
CIP
CRM Designation
Mentoring
Hybrid Work

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