Insurance Account Manager, Private Client - Markham

You'll be working directly with clients in delivering world-class customer service Gallagher is so well known for supporting a designated portfolio of clientele playing a meaningful role in business retention and building upon customer relationships. · Supporting client inquiries ...

Job summary · At Gallagher we help clients face risk with confidence because we believe that when businesses are protected they're free to grow lead and innovate. · Supporting a designated portfolio of clientele playing a meaningful role in business retention and building upon cu ...

· Job Description · Overview: · Our client is seeking a Personal Insurance Account Manager who will report to the Team Lead of Personal Lines - Servicing. The ideal candidate will be tasked with driving business growth and retention within an existing portfolio. · Why You Should ...

· Job Description · Our client is looking for someone who enjoys providing full service to their Private Client Services clients.  This individual will work within a unit of professionals, with our producers, our insuring partners and an assigned portfolio of clients handling re ...

This is an exciting opportunity to be part of a fun and dynamic team. You will support the Canadian Private Client Group by processing new account documentation, assisting in preparation for client meetings, and other administrative tasks. · ...

Join Henley & Partners as a Private Client Advisor and establish and strengthen relationships with intermediary and direct clients. · ...

Join Henley & Partners as a Private Client Advisor to establish and strengthen relationships with intermediary and direct clients. Convert leads into client cases by delivering exceptional customer service and providing world-class advisory services. · Raise awareness about H&P's ...

We are seeking an Administrative Associate to join our Private Client Group team in a hybrid workstyle capacity for a 12-month contract. · The ideal candidate will have exceptional change management skills and a deep understanding of the financial industry;Be able to manage multi ...

About Optimize Wealth Management · Optimize Wealth Management is a fast-growing, independent wealth management firm headquartered in downtown Toronto. · We were built for experienced Advisors who want more — more autonomy, stronger economics, institutional-caliber investment cap ...

Job summary · At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to th ...

At Raymond James, · we · develop, · we · collaborate, · we · decide, · we · deliver, and · we · improve together · . · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solu ...

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. · ...

About Optimize Wealth Management · Optimize Wealth Management is a fast-growing, independent wealth management firm headquartered in downtown Toronto. · We were built for experienced Advisors who want more — more autonomy, stronger economics, institutional-caliber investment capa ...

As part of a dynamic team you will assist the Investment Counsellor in providing daily portfolio maintenance and administration superior service to high net worth Clients. · ...

Job Description · What is the opportunity? · As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel h ...

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration. · Identify, investigate, and resolve all client inquiries, administrative errors etc. · Be a key s ...

Lead team of senior insurance advisors for Private Client portfolio.The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective... · ...

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. · ...

We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. · Responsibilities include providing administrative support with the utmost sense of urgency and exceptional accuracy on all Financial and Non-Financial requests rec ...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and pro ...