Closed listing
Senior High Net Worth Advisor
- Toronto, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Archived listing. The details below describe a past opening.
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.
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
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
- Management & Leadership
- Consulting
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