Jobs in Canada

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Added 6 mins ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 mins ago
CR
Opportunities for MG-SPS-01 to MG-SPS-03 Team Leader positions – Your career awaits in Sudbury, Ontario!
Canada Revenue Agency - Agence du revenu du Canada
Sudbury, ON
- Contract
Leads, directs, facilitates and monitors the activities of the team to meet established objectives by assigning work according to resource availability, priorities and client demands.
Added 6 mins ago
UO
Contracts Specialist - Legal services, Office of General Counsel
University of Calgary
Calgary, AB
- Contract
The Legal Services within the Office of General Counsel invites applications for a Contracts Specialist. This Full-time Fixed Term position is for approximately 12 months (based on length…
Added 8 mins ago
NB
Banking Advisor
National Bank of Canada
Shippagan, NB
- Temporary
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 10 mins ago
Service Support Associate
The Canada Life Assurance Company
Vancouver, BC
System updates related to client and advisor changes
Added 10 mins ago
Account Executive, National Accounts
The Canada Life Assurance Company
Ottawa, ON
Promote additional products and services with consultants, plan sponsors, and service counterparts to enhance client retention
Added 10 mins ago
C
Financial Advisor CIRO-MFD/AMF
CIBC
Burlington, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 10 mins ago
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Associate Financial Advisor
CIBC
Markham, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 10 mins ago
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Financial Advisor - CIRO-ID (Urban)
CIBC
Hamilton, ON · Waterdown
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 23 mins ago
TI
vCIO
Techify Inc.
Toronto, ON · North York, ON
- $105,000 to $155,000 CAD / year
- Full-time
Act as a trusted advisor to client leadership teams
Added 23 mins ago
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Project Manager
DYNAMO
Regina, SK
- Full-time
Joining our construction services team offers a unique opportunity to play a leadership role in delivering complex industrial, utility, and electrical infrastructure projects for both new…
Added 23 mins ago
D
Project Manager
DYNAMO
Saskatoon, SK
- Full-time
Joining our construction services team offers a unique opportunity to play a leadership role in delivering complex industrial, utility, and electrical infrastructure projects for both new…
Added 23 mins ago
T
Manager, Client Growth & Lead Generation - Tangerine
Tangerine
Toronto, ON
- Full-time
Analyze client and business data to identify trends, opportunities and potential client segments for Growth Advisor engagement.
Added 36 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 36 mins ago
IP
Wealth Management Licensed Assistant
IG Private Wealth Management
Brandon, MB
- Full-time
Accurately enter client trades as directed by Advisor or client.
Added 36 mins ago
TS
VP, Debt Capital Markets, Corporate & Investment Banking
TD Securities
Toronto, ON
- Full-time
Develop and maintain senior client relationships with CFOs, Treasurers, and other corporate decision-makers, serving as a strategic advisor on capital structure, market conditions, and…
Added 36 mins ago
BC
Executive Advisor, Legal Services
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
…redirect issues as appropriate in absence of the Interim Legal Services…
Added 36 mins ago
T
Advisor, Analytics Consulting
TransUnion
Burlington, ON
- Full-time
As an Advisor, Analytics Consulting, you will serve as the primary delivery lead for client-contracted analytics consulting engagements focused on credit risk management and business…
Added 38 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 38 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Calgary, AB
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 38 mins ago
GP
Business Development Sales Representative
Global Payments Inc.
Markham, ON
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 39 mins ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 39 mins ago
UO
Finance Partner
University of Alberta
Camrose, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 55 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
The Senior Manager, Business and Wealth Transition (BWT) plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total…
Added 55 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
…a Financial Crime Professional, resilient, dynamic, trusted advisor and adaptive leader with knowledge and experience with facets of the Financial Crime Risk Management Program including…

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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