columbus wealth management Jobs – 25 Openings This Week

Insurance Account Manager, Small Market Commercial
NFP Corp —Uxbridge, ON
- $60,000–$70,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Insurance Account Manager, Personal Lines
NFP Corp —Uxbridge, ON
- $55,000–$70,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Presentation skills
Quick apply
14h
Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Sales
Financial Advisor - Oshawa Main (37.5 hours/week)
Scotiabank —Oshawa, ON
- Full-time
- Sales
Financial Advisor, Investment & Retirement Planning - Ashly Place, Uxbridge, Ontario
Scotiabank —Uxbridge, ON
- Sales
Customer Experience Associate - Oshawa Main (30 hours/week)
Scotiabank —Oshawa, ON
- Sales
- Customer service
Client Service Assistant, Private Wealth
BMO Financial Group —Oshawa, ON
- $33,600–$50,900 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
9d
Administrative Assistant
Bellwether Family Wealth —Whitby, ON
- $45,000–$55,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organizational skills
Quick apply
1d
Mortgage Specialist - Durham
Scotiabank —Ajax, ON
- Sales
- Communication skills
- Negotiation
- Dental care
Investor Relations Associate (Senior Track)
Cottage Dream Vacations —Whitby, ON
- $90,000–$125,000 a year
- CRM software
- Sales
- Communication skills
Regional Administrative Specialist
Scotiabank —Whitby, ON
- Microsoft Office
- Organizational skills
- Financial services
Member Services Representative-18 Month Contract
Meridian Credit Union —Pickering, ON
- $47,775–$60,400 a year
- Evenings as needed
- Microsoft Outlook
- Customer service
- Microsoft Office
- Tuition reimbursement
- Paid time off
6d
Financial Services Representative
CIBC —Pickering, ON
- Full-time
- Sales
2d
Sr. Client Manager, Business Insurance
NFP Corp —Oshawa, ON
- $80,000–$90,000 a year
- Immediate opening
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Executive, Farm & Agricultural Insurance
NFP Corp —Oshawa, ON
- $55,000–$60,000 a year
- Full-time
- Sales
- Microsoft Office
- Analysis skills
Canadian Private Client Adviser
Fisher Investments —Canada
- Employee assistance program
- Vision care
Life Insurance Broker - Licensed
Trinity Solutions Team —Canada
- $35,500.00–$115,035.33 a year
- Part-time
- Remote
- Sales
- Customer service
- Retail sales
- Work from home
- Flexible schedule
Quick apply
5d

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Commercial Analyst
WFCU Credit Union —Toronto, ON
WFCU’s 80,000+ members can bank anytime, anywhere through a variety of service channels, including online and mobile banking, live telephone banking, and ATM…
$46,000–$90,000 a year
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Data Analyst, Credit Risk Management Department
Industrial and Commercial Bank of China (Canada) —Richmond Hill, ON
Strong knowledge in model development, validation, evaluation and optimization; Design, develop, and optimize credit rating models to solve business problems.
Quick apply

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Wealth Operations Manager
The Successful Investor —North York, ON
Contribute toward the development and implementation of business strategy, plans, and processes for the wealth Management department that align with the…
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Senior Private Wealth Advisor
SafeBridge Financial Group —North York, ON
We are looking for an experienced, creative thinking, intrapreneurial Financial Advisor who can provide custom tailored insurance and wealth management…
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1d

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Insurance Account Manager, Small Market Commercial

NFP Corp -
Uxbridge, ON

Quick apply

Job details

Permanent | Full-time
$60,000–$70,000 a year

Qualifications

Microsoft Word
French
Microsoft Excel
Microsoft Outlook
RIBO License
Microsoft Office
Analysis skills
Organizational skills
Computer skills

Full job description

Description

Business Line: Small-Market Commercial Lines

Hours Per Week: 35 (Full-Time)

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

Job Duration: Full-Time, Permanent, Current Vacancy

Wage Transparency: The base salary range for this position is $60,000 to $70,000. 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

Small Enterprise Businesses (SME) are an integral part of local economies that help to create a network of financial interconnection that fosters broad-based prosperity. NFP’s SME business division is there to help guide and counsel local organizations of all kinds stay safe and on track. As these businesses evolve and grow, our team of experts that see trends, anticipate emerging challenges, and curate the solutions needed – make all the difference.

We’re looking for a Commercial Lines Account Manager to service in-coming new business requests while developing and maintaining relationships with both client and carrier representatives. The successful CM will also work with backend service teams and oversee the renewal process of existing business.

What You’ll Do

Work closely with clients to deliver extraordinary value by identifying exposures, determining the appropriate solution and advising the client as to why the solution is the best fit
Develop marketing specifications and remarketing strategies for renewals of an assigned book of business
Network within the local community by attending industry events, training, etc.
Provide professional and prompt customer service including phone and email on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, endorsements, cancellations, etc.
Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives and NFP staff.

What You Bring

RIBO is required, out of province licenses are an asset
Fluent in French would be preferred
Typically, more than 2 years of commercial insurance and product line experience – servicing, broking or underwriting
Experience in the placement of various lines of coverage on SME to Mid-Market accounts
Confident, poised and interactive - when client-facing communicates effectively, demonstrates emotional intelligence, and understands how to tailor responses in a variety of dynamic situations
Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions
Possess strong analytical and problem-solving skills
Excellent organizational skills with the ability to adjust to changing workload and priorities
Sharp attention to detail with excellent decision-making skills
Excellent computer skills expected and EPIC fluency an asset
Proficiency with Microsoft Office suite products – specifically Word, Excel and Outlook

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.

Job Types: Full-time, Permanent

Pay: $60,000.00-$70,000.00 per year

Work Location: Hybrid remote in Uxbridge, ON

Quick apply

Refine Your Search

wealth management jobs in columbus

Insurance Account Manager, Small Market Commercial

Insurance Account Manager, Personal Lines

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Advisor - Oshawa Main (37.5 hours/week)

Financial Advisor, Investment & Retirement Planning - Ashly Place, Uxbridge, Ontario

Customer Experience Associate - Oshawa Main (30 hours/week)

Client Service Assistant, Private Wealth

Administrative Assistant

Mortgage Specialist - Durham

Investor Relations Associate (Senior Track)

Regional Administrative Specialist

Member Services Representative-18 Month Contract

Financial Services Representative

Sr. Client Manager, Business Insurance

Client Executive, Farm & Agricultural Insurance

Canadian Private Client Adviser

Life Insurance Broker - Licensed

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