Director, Private Client Concierge

Director, Private Client Concierge NFP, an Aon company (Canada)

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Full‑Time, Permanent

Location:

GTA – Hybrid

Hours per week:

35

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

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.

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.

Lead the service team to deliver white‑glove client experiences, balancing responsiveness with tailored solutions.

Recruit, mentor, and retain top talent in both service and sales functions.

Act as executive sponsor or escalation point for top‑tier client relationships and support strategic relationship building with centers of influence.

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.

Benefits

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.

Reimbursement of license fees and professional membership dues.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

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