Top Benefits
About the role
Business Line: Personal Lines / Private Client (High Net Worth)
Hours Per Week: 35 (Full-Time)
Location: GTA – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)
Job Duration: Full-Time, Permanent
About the Role
We are seeking a forward-thinking, experienced Director of Private Client Concierge Insurance to lead and elevate our Private Client division. This role is responsible for overseeing the end-to-end delivery of service and sales to high-net-worth (HNW) individuals and families. You will ensure exceptional client experiences while driving growth through strategic sales leadership, advisor coaching, and operational discipline. This is a hands-on leadership position that demands deep expertise in risk management, superior service delivery standards, and the ability to cultivate a performance-driven, client-first culture.
What You’ll Do
Leadership and Strategy
- Provide strategic oversight and direction for the Private Client Insurance team across service and sales.
- Champion a high-performance culture grounded in accountability, integrity, and trust.
- Collaborate with executive leadership to align team goals with broader business strategy.
- Ensure compliance with all regulatory and internal policy requirements.
Sales Oversight
- Lead and manage the sales team, ensuring alignment with strategic goals and effective collaboration across advisors and producers.
- Drive revenue growth through effective pipeline management, producer enablement, and sales performance tracking.
- Coach advisors and producers on complex risk placements and sales strategies tailored to HNW clients.
- Monitor market trends to adapt and refine value propositions and sales tactics.
Service Delivery
- Lead the service team to deliver white-glove client experiences, balancing responsiveness with tailored solutions.
- Ensure policies are accurately placed and maintained in line with client needs, lifestyle shifts, and asset acquisitions.
- Develop scalable service processes that retain personalization while improving efficiency.
Team Development
- Recruit, mentor, and retain top talent in both service and sales functions.
- Promote continuous learning and professional development across the team.
- Conduct regular performance reviews and identify opportunities for role clarity, growth, or repositioning.
Client Relationship Management
- Act as executive sponsor or escalation point for top-tier client relationships.
- Support strategic relationship building with centers of influence, wealth advisors, and referral sources.
- Represent the Private Client team at client meetings, events, and market functions when appropriate.
- Personally service a small, dedicated book of ultra high net worth clients, ensuring direct oversight and continuity for the firm’s most complex relationships.
What You Bring
- 8+ years of progressive leadership experience in insurance, preferably in a private client or high-net-worth environment.
- RIBO, or relevant provincial licensing required; CIP, CRM, or CAIB is an asset.
- Proven ability to lead both sales and service teams with measurable results.
- Deep understanding of personal risk management and HNW client expectations.
- Exceptional communication and executive presence.
- Strong business acumen with a focus on execution, process, and results.
- Ability to influence across organizational levels and collaborate cross-functionally.
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.
About NFP Corp
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best's Review).
Top Benefits
About the role
Business Line: Personal Lines / Private Client (High Net Worth)
Hours Per Week: 35 (Full-Time)
Location: GTA – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)
Job Duration: Full-Time, Permanent
About the Role
We are seeking a forward-thinking, experienced Director of Private Client Concierge Insurance to lead and elevate our Private Client division. This role is responsible for overseeing the end-to-end delivery of service and sales to high-net-worth (HNW) individuals and families. You will ensure exceptional client experiences while driving growth through strategic sales leadership, advisor coaching, and operational discipline. This is a hands-on leadership position that demands deep expertise in risk management, superior service delivery standards, and the ability to cultivate a performance-driven, client-first culture.
What You’ll Do
Leadership and Strategy
- Provide strategic oversight and direction for the Private Client Insurance team across service and sales.
- Champion a high-performance culture grounded in accountability, integrity, and trust.
- Collaborate with executive leadership to align team goals with broader business strategy.
- Ensure compliance with all regulatory and internal policy requirements.
Sales Oversight
- Lead and manage the sales team, ensuring alignment with strategic goals and effective collaboration across advisors and producers.
- Drive revenue growth through effective pipeline management, producer enablement, and sales performance tracking.
- Coach advisors and producers on complex risk placements and sales strategies tailored to HNW clients.
- Monitor market trends to adapt and refine value propositions and sales tactics.
Service Delivery
- Lead the service team to deliver white-glove client experiences, balancing responsiveness with tailored solutions.
- Ensure policies are accurately placed and maintained in line with client needs, lifestyle shifts, and asset acquisitions.
- Develop scalable service processes that retain personalization while improving efficiency.
Team Development
- Recruit, mentor, and retain top talent in both service and sales functions.
- Promote continuous learning and professional development across the team.
- Conduct regular performance reviews and identify opportunities for role clarity, growth, or repositioning.
Client Relationship Management
- Act as executive sponsor or escalation point for top-tier client relationships.
- Support strategic relationship building with centers of influence, wealth advisors, and referral sources.
- Represent the Private Client team at client meetings, events, and market functions when appropriate.
- Personally service a small, dedicated book of ultra high net worth clients, ensuring direct oversight and continuity for the firm’s most complex relationships.
What You Bring
- 8+ years of progressive leadership experience in insurance, preferably in a private client or high-net-worth environment.
- RIBO, or relevant provincial licensing required; CIP, CRM, or CAIB is an asset.
- Proven ability to lead both sales and service teams with measurable results.
- Deep understanding of personal risk management and HNW client expectations.
- Exceptional communication and executive presence.
- Strong business acumen with a focus on execution, process, and results.
- Ability to influence across organizational levels and collaborate cross-functionally.
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.
About NFP Corp
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best's Review).