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Added 13 mins ago
RB
Financial advisor
Royal Bank of Canada
Montreal, QC
- Full-time
Do you have more than 2 years of experience as a financial advisor and have successfully completed, are in the process of completing, or wish to complete the Certificate of Achievement in…
Added 4 hours ago
OA
Parts Advisor - Bridgewater
O'Regan's Automotive Group
Bridgewater, NS
- Full-time
Added 4 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Brampton, ON
- Full-time
Added 4 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 4 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 7 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON · Maple, ON · Woodbridge, ON
- Full-time
Added 8 hours ago
C
Associate Financial Advisor
CIBC
Mississauga, ON
- Full-time
Added 8 hours ago
C
Associate Financial Advisor
CIBC
Kingston, ON
- Full-time
Added 13 hours ago
C
VP Consulting Services, Banking & Financial Services
CGI
Montreal, QC
- Full-time
We are looking for an accomplished executive to join our Financial Services practice in Greater Montréal as Vice-President, Consulting Services.
Added 13 hours ago
RJ
Licensed Wealth Advisor Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of…
Added 14 hours ago
NB
CONSEILLER, STRATEGIE RETRAITE
National Bank of Canada
Mont-Royal, QC
- Full-time
A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help your clients during…
Added 14 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
…National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development…
Added 18 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Added 18 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Added 21 hours ago
UO
Senior Project Officer
University of Victoria
Victoria, BC
- Full-time
…Senior Project Officer provides strategic project management, financial planning, and advisory services in support of major research infrastructure initiatives at the University of…
Added 23 hours ago
BG
Senior Renewable Energy Technical Advisor
BTY Group
Vancouver, BC
- $100,000 to $125,000 CAD / year
- Full-time
Added 23 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may inc
Added 23 hours ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
Added 23 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, 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 1 day ago
M
Manager, Tax
MNP
Vancouver, BC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 1 day ago
PI
Financial Advisor
PFSL Investments Canada Ltd
Montreal, QC
- Full-time
I’m expanding my financial services team and looking for motivated individuals who want to build their own business while helping families and business owners.
Added 1 day ago
Director, Total Rewards
Transportation Equipment Network - Canada
Mississauga, ON
This leader will serve as a trusted advisor to executive leadership while developing programs that attra
Added 1 day ago
B
SENIOR BUSINESS ADVISOR, OPERATIONS - Montréal, North Shore and Laval
BDC
Montreal, QC
- Full-time
…It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian…
Added 1 day ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
POSITION SPECIFICATION: MANAGER, FINANCIAL PLANNING & ANALYSIS (FP&A)
Added 1 day ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Program Governance and Project Portfolio Management, within Pillar 5 of the Momentum 2030 strategic plan means contributing to the integrated management of a…

NFP Corp

Account Coordinator, Commercial SME

Calgary, AB, Canada
Edmonton, AB, Canada
Langley (District), BC, Canada
18075 Leslie St., Newmarket, ON, L3Y 9A4, Canada
Ottawa, ON, Canada
Toronto, ON, Canada
Windsor, ON, Canada
Langley, BC, Canada

Wage Transparency: The base salary range for this position is $50,000 – $55,000. · Full-time

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Job details

Pay: Wage Transparency: The base salary range for this position is $50,000 – $55,000.
Job type: Full-time
Apply by: Oct 29, 2027
Experience: 2-3 years of P&C insurance experience is necessary
Posting language: English
Posted: Oct 29, 2026

Original job description

Posting Description

Business Line: Small Market Commercial

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $50,000 – $55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

This role provides daily assistance to Client Managers in the execution of standard account management practices. Must be able to efficiently and accurately execute SME processes that provide Client Managers quality support in delivering service standards to the client. Strong computer skills along with effective verbal, written, and electronic communications are required. Able to perform within a team environment, building strong relationships including with external underwriting partners.

What You’ll Do

Develop remarket carrier submissions including applications, carrier supplemental applications, reports including loss run and MVRs. Direct customer correspondence may be required to compile all necessary data.
Manage the manual renewal process as directed by the Client Manager, including pre-renewal work, billing, invoicing, and premium financing.
Manage portfolio transfer application in line with carrier requirements and as directed by the Portfolio Lead.
Communicate with customer, verbal and written, on underwriting requests such as gathering information.
Create proposal documents and identify critical coverage gaps to present to client manager.
Establish and maintain effective working relationships with leadership, peers, and stakeholders.
Assist with special projects as required.
This is an evolving role, and other duties may be expanded upon in line with the same skill sets.

What You Bring

Active RIBO licence (other provincial designations would be considered an asset)
2-3 years of P&C insurance experience is necessary
Knowledge of Applied/EPIC, Policyworks, Microsoft suite
Good written and verbal communication skills
Excellent relationship building abilities
Technical proficiency, ability to quickly learn new programs and procedures
Attention to detail
Willingness and flexibility to adjust to and conform with varying schedules

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

A hybrid environment approach that keeps the best interests of our staff and our clients in mind
Annual bonus plan for all employees
Matching RRSP plan of 5% of salary
Referral Commission Plan
Generous benefits plan including Health Care Spending Account starting on the first day of employment
Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
Reimbursement of license fees and professional membership dues
A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company - a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.

#NFPCANADA

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More about this job

Responsibilities

The Account Coordinator provides daily support to Client Managers by executing standard account management practices and assisting with renewal processes. They are responsible for managing carrier submissions, customer correspondence, and creating proposal documents while maintaining effective relationships with stakeholders.

Requirements

Candidates must possess an active RIBO licence and 2-3 years of P&C insurance experience. Proficiency in industry software such as Applied/EPIC and Policyworks, along with strong communication and organizational skills, is required.

Skills

RIBO licence
P&C insurance
Applied/EPIC
Policyworks
Microsoft suite
Account management
Underwriting support
Customer correspondence
Renewal management
Billing
Invoicing
Premium financing
Relationship building
Attention to detail
Communication skills

Benefits

Annual bonus plan
Matching RRSP plan
Referral commission plan
Health care spending account
Continuing education support
License fee reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Account Coordinator
Commercial SME
RIBO
P&C Insurance
Applied/EPIC
Policyworks
Microsoft Suite
Underwriting
Renewal
Billing
Invoicing
Premium Financing
Portfolio Transfer
Client Management
Hybrid
Insurance
Risk Management
Wealth Management
Retirement
Consultative Advisor

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