The Client:

The Client is an award-winning incorporated Managing General Agent (MGA) serving Canada’s specialty and niche product insurance markets, offering one of the most comprehensive product lines available. The client has been established for over 20 years and has grown to encompass a wide range of niche and specialty products including Hard-to-Place Casualty & Property, High Value Residential, Sports, Leisure & Entertainment. Throughout the client’s growth they have remained true to what has enabled their success: work culture, service to their brokers and strong relationship with their markets.

What you will achieve in this role:

• Review and apply pricing, terms, and conditions to new and renewal business.
• Maintain and grow the existing book of business.
• Establish and strengthen relationships with retail producing brokers by encouraging additional submission inflow.
• Provide high level commentary and market intelligence to the management team.
• Develop and maintain broker relationships by attending broker meetings, conventions, and functions.
• Discuss new product development opportunities.
• Act as a leader, mentoring junior colleagues of the team.

What you must bring to the table:

• Strong organization, prioritization, and time management skills to complete assignments efficiently and within structured timelines.
• An eye for detail to handle new business quotations with a high degree of accuracy.
• A positive, driven and disciplined attitude with solutions focus.
• Self-motivated to meet competitive individual and team – related targets.
• Ability to work harmoniously in a team environment and collaborate with teammates.
• Flexible and adaptable to change.
• CAIB, CIP, CRM, FCIP or working towards finalizing a designation is preferred.
• 6+ Years of Commercial Underwriting Experience.
• Prior MGA experience is preferred.

Only those who are qualified will be contacted.

Location: This position may be based anywhere in Ontario.

Our Client:

Our client is a growing private mortgage fund based in Ontario, Canada. Offering unique opportunities to investors through mortgage trust funds and direct lender-to-borrower mortgages. They are committed to not only providing attractive investment opportunities, but also maintaining transparency, and delivering excellent customer service.

The Opportunity:

As the Investment Representative, you will be responsible for sourcing and securing investors for pooled mortgage funds, as well as providing mortgage opportunities to investors interested in direct lender-to-borrower financing. Your day-to-day will also include maintaining investor relations, managing investment presentations, and facilitating all required paperwork.

What You Will Achieve in This Role:

• Identify, source, and secure potential investors for mortgage fund trust.
• Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
• Meet with potential investors interested in direct lender-to-borrower mortgages and explain the opportunities available to them.
• Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
• Build and maintain relationships with current and potential investors.
• Represent the company at any industry and networking event and source new investors.
• Keep abreast of industry trends, regulatory changes, and potential opportunities.

What You Must Bring to This Role:  

• Bachelor’s degree in business or in a related field
• 3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
• Active Ontario Mortgage Agent License required.
• A deep understanding of investment products, specifically mortgage investments
• Proven track record of investment sales and client relationship management
• Strong communication and presentation skills
• Self-starter who can work independently and as part of a team.
• Proficient in Microsoft Office Suite
• Ability to travel to meet potential investors and attend industry events required.

Our client is an equal opportunity employer that is committed to equity and diversity within its community and welcomes all applications. They celebrate diversity and are committed to creating an inclusive environment for all employees.

If you require accommodation for the recruitment process, please let Kirsten Wicks know at the point of application.

MUST HAVE:

1.)  Basic French Proficiency – able to read and understand but not necessarily fluent in speaking French

2.)  5+ Previous Documentation Management Experience – managing translation process, document transfer process.

3.) Intermediate MS Excel – Navigating excel, sorting and filtering formulas/functions

4.) Project Management Skills

NICE TO HAVE

1.)  Fluent French Speaking

2.)  Previous Banking Experience

•       Bachelor's degree or related educational qualifications

•       At least 7 years of experience in legal services, enterprise technology, external counsel management, vendor management, risk

         management, or a related field

•       Knowledge of governance, risk and control procedures, strategies & tactics

•       Knowledge and experience in supporting vendor programs

•       Knowledge of current and emerging trends in areas of focus

•       Experience in a corporate legal department preferred

•       Process improvement experience an asset

Job Summary

The Workplace Solutions Coordinator's primary responsibility is to support the Workplace Solutions team in monitoring, operating, and coordinating all critical facilities and space project requests. They are accountable for planning and managing all department relocations, furniture configurations, which may include small-scale construction projects. They will assist the Project Managers with large scale capital construction and design projects and maintaining a professional, safe, and secure work environment. The WPS Coordinator will work with and support the larger Corporate Real Estate Team on delivering the best Workplace Experience for employees.

Manager, Audit / / Director - Info Risk Management (IRM)

Accountability Statement: The Manager is accountable for planning, directing and completing large and more complex and sensitive projects of all types (key risk audits, emerging risk audits, project risk audits and other special projects) and the delivery of high quality, professional, cost-effective, value-added and risk-based audit services. While remaining totally independent, the Audit Services function provides added value by working with management at all levels to improve the management of various forms of risk. The function provides a service to senior management and the board of directors by providing reports which assist them in overseeing the management of risk in the organization. 

Responsibilities:

• Plan and execute audit projects in accordance with department standards.
• Manage projects within time budgets and target dates, reporting any timing problems or budget over-runs to Director or AVP.
• Understand and agree with management the risks being managed by business unit; develop risk management objectives and audit programs to evaluate these risks.
• Lead audit staff assisting on projects and review completed files to ensure quality of work completed.
• Assess risk management practices and provide control consulting services to business unit management.
• Prepare audit reports, including executive summary and rating of adequacy of risk management, making practical and value-added recommendations to improve risk management practices and the efficiency and effectiveness of operations; audits reports are to be clear, concise and well-organized, and issued within departmental service standards.
• Present findings and recommendations to business unit management; resolve contentious issues and reach agreement on appropriate solutions to risk management and operational efficiency issues.
• Provide feedback to staff assisting on assignments and contribute to their development and performance appraisals.
• Utilize technology to improve the effectiveness and efficiency of the audit process.
• Assist business unit management by providing risk management consulting support and risk management education and training.
• Complete assigned work required to support External Auditors. Qualifications:
• Ability to quickly understand business processes and their risk implications, analyze complex situations, reach appropriate conclusions, and make value-added and practical recommendations
• Excellent knowledge of audit methodologies, project management methodologies, control frameworks and risk management practices, and regulatory requirements (OSFI)
• Excellent working knowledge of financial institutions, particularly life insurers, and group functions within these organizations (treasury, finance, risk management, tax)
• Ability to effectively communicate ideas and recommendations orally and in writing, and to listen and consider ideas of others
• Excellent customer focus and commitment to quality
• Ability to develop and carry out plans to deliver quality results on time and within budget
• Manage goals in situations without formal structure and adapt to change
• Results oriented; ability to balance multiple priorities and projects
• Proven relationship skills including a demonstrated ability to deal effectively with staff at all levels
• Leadership skills in achieving departmental, project and individual objectives, and in developing staff
• University degree plus a recognized accounting CA or CPA designation with 5 years of internal/external audit or equivalent business experience