High Net Worth Underwriter
3 weeks ago
Key Responsibilities:
- Be customer-focused in everything you do and look for ways to improve the customer experience.
- Develop and manage relationships with assigned brokers to develop lasting and profitable relationships which involve frequent visits.
- With a strong sales ability, develop profitable business relationships with brokers and identify opportunities to promote Intact’s Prestige insurance products and increase sales.
- Attend industry events to promote products and services.
- Responsible for underwriting complex risks, making sound business decisions that contribute to profitable growth, and negotiating terms with the brokers.
- Determine and control risk acceptance, risk improvement and declination of Prestige policies.
- Accept, reject, endorse, renew or cancel contracts following Intact’s Prestige underwriting policies/procedures, applicable laws and regulations.
- Review property appraisal reports and make recommendations.
- Participate in large loss reviews.
- Identify and recommend efficiency and/or technology changes to improve business results and maintain competitiveness.
- Work closely and collaborate with other internal departments.
- Possible travel required.
What you bring to the table:
- College diploma or any combination of equivalent education and experience.
- Minimum 2 years of relevant experience.
- Exposure to working on High Net Worth clientele is a strong asset.
- Legendary sales and customer service skills with strong business acumen and the ability to develop and maintain relationships with brokers.
- Can demonstrate adaptability to change and a dynamic team environment.
- Act as leader within the business unit and display the ability to engage the team.
- Exemplary verbal and written communication skills.
- Self-driven and able to work effectively under pressure.
- Demonstrate flexibility, adaptability and resiliency.
- Strong analytical and decision-making skills.
- Completion of or commitment to achieve the Chartered Insurance Professional (CIP) designation.
- Willing to travel to brokers’ offices, as required, and in possession of a valid driver’s license.
- No Canadian work experience required however must be eligible to work in Canada.
What we offer:
- A financial rewards program that recognizes your success.
- An industry-leading Employee Share Purchase Plan; we match 50% of net shares purchased.
- An extensive flex pension and benefits package, with access to virtual healthcare.
- Flexible work arrangements.
- Possibility to purchase up to 5 extra days off per year.
- An annual wellness account that promotes an active and healthy lifestyle.
- Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues.
- A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs.
- Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities.
- Inspiring leaders and colleagues who will lift you up and help you grow.
- A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.
We are an equal opportunity employer.
At Intact, we value diversity and strive to create an inclusive, accessible workplace where all individuals feel valued, respected, and heard.
If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.
Background checks, internal candidates, and eligibility to work in Canada.
-
High Net Worth Financial Advisor
3 weeks ago
Québec, Quebec, Canada RBC Full timeJob SummaryWe are seeking a skilled High Net Worth Financial Advisor to join our team in Quebec.Key ResponsibilitiesProvide high-end relationship management and proactive advice to high net worth households.Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time.Be present in the community to...
-
Senior Relationship Manager
2 weeks ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking an experienced Senior Relationship Manager to join our team in Quebec, Canada. As a key member of our Private Banking team, you will be responsible for delivering exceptional service to high net worth clients, building strong relationships, and driving revenue growth.About the RoleThis is a fantastic opportunity to leverage your...
-
Financial Planning Consultant
1 month ago
Québec, Quebec, Canada CIBC Full timeCIBC is seeking a skilled Financial Planning Consultant to join our team. As a key member of our Financial Planning and Advice team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key responsibilities include:Providing subject matter expertise on economic and political impact on the...
-
Senior Wealth Management Specialist
1 week ago
Québec, Quebec, Canada Scotiabank Full timeRole OverviewWe are seeking a Senior Wealth Management Specialist to join our Scotia Wealth Management team. The successful candidate will be responsible for managing high net worth client relationships and providing exceptional service.Key Responsibilities:Relationship Management & Client ServiceNew Business DevelopmentRisk ManagementAdditional...
-
Trust Officer
1 month ago
Québec, Quebec, Canada Scotiabank Full timeJob Title: Trust OfficerAt Scotiabank, we are seeking a highly skilled and experienced Trust Officer to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and support to high net worth individuals and their families.Key Responsibilities:Manage and administer client relationships,...
-
Strategic Wealth Management Advisor
1 week ago
Québec, Quebec, Canada CIBC Full timeAbout the RoleWe are seeking a skilled Strategic Wealth Management Advisor to join our team in Quebec. As a key member of our Financial Planning and Advice team, you will play a crucial role in providing comprehensive financial planning and wealth management solutions to our high net worth clients.This is an exciting opportunity for a results-driven...
-
Regional Underwriting Manager
2 weeks ago
Québec, Quebec, Canada Definity Full timeJob OverviewWe are seeking a skilled Commercial Lines Underwriting Specialist to join our team at Definity. The ideal candidate will have a strong background in underwriting commercial lines, with a proven ability to assess, accept, and decline new business submissions.Develop and maintain positive broker relationsNegotiate the terms and conditions of risk...
-
Boutique Manager
1 month ago
Québec, Quebec, Canada EightSix Network Full timeJob Title: Boutique ManagerAt EightSix Network, we are seeking a highly skilled and experienced Boutique Manager to lead our luxury retail team. As a key member of our team, you will be responsible for driving sales growth, developing strong client relationships, and maintaining the highest standards of visual merchandising and store operations.Key...
-
Regional Underwriting Manager
1 month ago
Québec, Quebec, Canada Definity Full timeJob SummaryWe are seeking a highly skilled and experienced Commercial Lines Underwriter to join our team at Definity. As a key member of our underwriting team, you will be responsible for assessing, accepting, and declining new business submissions, as well as re-underwriting and negotiating renewals and policy endorsements.Key ResponsibilitiesAssess and...
-
Wealth Management Executive
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeJob OverviewWe are seeking a highly skilled Wealth Management Executive to join our Scotia Wealth Management team. In this role, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProvide proactive and personalized service to high net worth clients, ensuring timely and accurate account...
-
Luxury Retail Leadership Opportunity
1 week ago
Québec, Quebec, Canada EightSix Network Full timeJob Overview:Eightsix Network is seeking an exceptional Boutique Manager to lead our Christofle boutique in Montreal, Canada.Responsibilities:Hire and maintain a high-performing team of sales specialistsDevelop and implement clienteling initiatives targeting high-net-worth individuals, interior designers, and corporationsReach monthly and annual sales...
-
Luxury Retail Manager
2 weeks ago
Québec, Quebec, Canada EightSix Network Full timeAbout the Role:We are seeking a highly motivated and experienced Luxury Retail Manager to join our team at EightSix Network. This is an exciting opportunity to lead our boutique in Montreal, Canada, and drive sales growth while maintaining exceptional customer service.Job Overview:The Luxury Retail Manager will be responsible for all aspects of the...
-
Boutique Manager
2 weeks ago
Québec, Quebec, Canada EightSix Network Full time**Job Overview**The Boutique Manager is a key leadership role at EightSix Network responsible for the success of our Christofle boutique. As a seasoned retail professional, you will oversee all aspects of the boutique's performance, including team management, client development, sales, visual merchandising, product inventory management, and...
-
Wealth Management Associate
1 month ago
Québec, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Wealth Management Associate to join our team in the Private Banking sector. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesAssist private advisors in managing client accounts and providing...
-
Professional Trust Manager
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeJob SummaryThe Trust Officer will be responsible for managing client relationships and administering trust accounts in accordance with Scotia Wealth Management's policies and procedures.Key ResponsibilitiesManage day-to-day trust account administration, including account opening, maintenance, and closure.Provide exceptional client service and build strong...
-
Luxury Client Relationship Manager
2 weeks ago
Québec, Quebec, Canada Tiffany & Co Full timeAbout Tiffany & Co. At Tiffany & Co., we're committed to delivering an exceptional client experience. As a Luxury Client Advisor, you'll play a critical role in embodying the Tiffany brand and creating unforgettable moments for our discerning clients. Key Responsibilities: Foster long-term relationships with high-net-worth individuals and exceed sales...
-
Retail Luxury Store Leader
1 week ago
Québec, Quebec, Canada EightSix Network Full timeJob Summary:The EightSix Network is seeking an entrepreneurial-minded Store Manager to lead our luxury retail store, bringing a strong sales background and exceptional client-centric leadership skills. As a dynamic individual with a passion for driving results, you will oversee all store operations, recruit and develop top talent, and establish a culture of...
-
Expert Wealth Strategist
1 week ago
Québec, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Expert Wealth Strategist to join our team at National Bank Financial (NBF). This role primarily involves providing expertise and support to NBF clients and Investment Advisors (IAs) with their wealth management needs.About the RoleBecome one of the key references in wealth strategy for the client advisory team of...
-
Senior Banking Professional
1 week ago
Québec, Quebec, Canada Royal Bank of Canada Full timeRole OverviewThe Private Banking Associate role at Royal Bank of Canada presents an exceptional opportunity to excel in a dynamic environment, delivering unparalleled client experiences through exceptional service and support. Responsibilities:You will be the primary point of contact for high-net-worth individuals, providing tailored banking solutions and...
-
Québec, Quebec, Canada Investors Group Full timeAbout the RoleThe Regional Vice-President, Corporate Quality Leader will play a key role in supporting Advisors in growing their practices, leading an expansive culture within their regions, attracting new talent, and representing IG Wealth Management within their communities.This leadership position is responsible for long-term growth, productivity, and...