Risk Advisor - Financial Institutions

Our client located in Toronto is looking to hire a Risk Advisor - Financial Institutions for their Financial Services Practice division.

As a Risk Advisor - Financial Institutions you will play a key role in expanding our client's national presence among financial services firms in Canada. You will develop a client base by positioning yourself as a trusted advisor to organizations navigating complex regulatory, professional and operational risks.

By developing deep knowledge of the financial services sector, you will advise clients on a broad range of property and casualty (P&C) insurance solutions and risk management strategies. What differentiates our client is their consultative approach: They go beyond being a transactional brokerage and believe in delivering thoughtful, strategic advice grounded in industry insight and long‑term value.

As part of the broader Commercial Enterprise team, you will collaborate closely with colleagues across multiple industry practices. This includes participation in:

• Bi‑monthly Enterprise team meetings to share insights and best practices
• Weekly sales and business development meetings focused on opportunity management and cross‑practice collaboration
• Regular check‑ins with the Account Management team to support renewals and client service excellence

Key Areas of Focus:

Advising

Provide strategic insurance and risk management advice designed to strengthen clients’ overall resilience. For mid‑market clients, this includes aligning insurance programs and risk controls with each client’s broader business objectives.

Protecting

Educate current and prospective clients on their risk exposures and recommend appropriate insurance and risk management solutions that address their evolving needs.

Responsibilities:

• Develop and execute a business plan for the financial services segment, including annual targets and long‑term growth strategy
• Build strong relationships with clients and prospects to understand their:
• Business strategies, challenges, and risk exposures
• Risk management and mitigation approaches
• How insurance and our client's expertise can support their objectives
• Attend industry conferences and events to strengthen market presence, expand networks, and stay current on sector trends
• Collaborate with senior management and colleagues to deliver optimal client solutions and enhance win rates
• Identify opportunities to cross‑sell and refer clients to other practices within the brokerage, as appropriate
• Participate in the client renewal process alongside the Practice Leader and Account Management team
• Serve as a subject‑matter resource on industry trends, insurance solutions, and emerging risks affecting media and communications firms
• Demonstrate responsiveness and advocacy, ensuring clients feel supported during urgent situations
• Oversee or participate in claims advocacy as required
• Ensure accurate, timely billing and collection within established timelines
• Contribute to the development of risk management tools, white papers, webinars, and thought leadership content
• Maintain accurate and current records in CRM and broker management systems

• Collaborating effectively across Commercial, Personal, and Life & Benefits teams
• Treating colleagues with respect and accountability
• Building strong partnerships with insurers and underwriters
• Demonstrating care, professionalism, and a willingness to go above and beyond for clients and partners

Qualifications:

The ideal candidate will meet most of the following criteria:

• Licensing & Education - RIBO license required
• Experience - Minimum of five years’ business experience in insurance, underwriting, business development, or a related field. Experience with insurance buyers/clients in the financial services sector is an asset, as is experience in brokering or underwriting Financial Institutions and insurance products. However, more importantly, curiosity and willingness to learn are essential

Skills & Attributes 

• Strong client‑centric mindset and collaborative approach
• Proven ability to manage multiple priorities with strong organizational and time‑management skills
• Professional presence with strong communication skills
• Positive, empathetic, and engaging personality with a desire to continuously learn and share knowledge

What Our Client Offers:

• Competitive and flexible compensation structure
• Comprehensive medical and dental benefits effective on your first day
• Hybrid work environment combining remote and in‑office flexibility
• A culture that blends the professionalism of a national firm with the collaboration and care of a close‑knit team
• Clear opportunities for career growth, recognition, and advancement
• The opportunity to become an owner in the firm alongside many of your colleagues

Don't miss out!

Contact me today to learn more about this exciting opportunity with a top-tier brokerage offering

• Exceptional training,
• Strong earning potential
• Outstanding career growth.