Private Client Services
2 weeks ago
Private Client Services (PCS), Account Manager Be among the first 25 applicants. The Private Client Services (PCS), Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and insurance partners. You will handle renewals, process endorsements, assess risk exposures, and provide expert insurance advice to our valued clients. Position type: Full-time, permanentRole status: ReplacementLocation: Toronto RRJ Insurance Group Ltd. is an equal opportunity employer and is committed to a workplace reflecting the diversity of the communities it serves. While we thank all applicants for their interest, only those selected for an interview will be contacted. If contacted for an interview, please inform us should an accommodation be required. RRJ does not use AI to screen and/or assess candidate applications. Knowledge, Skills And Requirements Licensing & Education Active RIBO license in good standing (required) Professional designations such as CAIB, CIP, etc., considered an asset Industry Experience 5+ years of Personal Lines insurance experience, with preference of experience in servicing high-value homes and automobiles Familiarity with insurers such as Chubb, Aviva Ovation, Intact Prestige (GCNA), or Northbridge Onyx is considered an asset Experience with The Agency Manager (TAM) and/or EPIC is considered an asset Technical & Analytical Skills Proficient in Microsoft Office (Word, Excel) Strong organizational skills with attention to detail Proven ability to identify coverage needs and round-out accounts effectively Interpersonal Skills Excellent interpersonal, presentation, communication, and negotiation skills Demonstrated sales ability and client relationship-building skills A team player with a strong work ethic Committed to delivering professionalism and expertise to clients Compensation Range: $65,000 to $115,000 annually (based on a full-time 35-hour work week and will be dependent upon the successful candidate’s qualifications and experience, with consideration given to internal equity. It includes variable commissions and potential performance-based bonus.) Why Join Us Hybrid work flexibility Matching Group RRSP contributions Two paid personal days each year EFAP available through our group health benefits Professional membership fees (including RIBO, IBAO, IIC) Professional development and educational reimbursement Free parking and professional office space Apply for Position View Listings #J-18808-Ljbffr
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Private Client Service Associate
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
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Private Client Service Associate
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
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Private Client Service Associate
5 days ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
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Private Client Service Associate
4 days ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
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Private Client Service Associate
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
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Private Wealth Client Services Associate
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeAn independent investment management firm in Toronto is searching for a Private Client Service Associate. The role involves supporting investment professionals in delivering exceptional wealth management services, managing client requests, and ensuring a smooth onboarding process. Candidates should possess strong analytical skills, relevant work experience,...
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Private Wealth Client Services Associate
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeAn independent investment management firm in Toronto is searching for a Private Client Service Associate. The role involves supporting investment professionals in delivering exceptional wealth management services, managing client requests, and ensuring a smooth onboarding process. Candidates should possess strong analytical skills, relevant work experience,...
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Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
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Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
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Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeA leading investment management firm in Toronto is seeking a Private Client Service Associate to deliver exemplary service to high-net-worth clients. The role requires a collaborative approach and effective management of client requests, while supporting Investment Professionals with wealth management services. Candidates should have excellent communication...
