The Company Founded in 1966, Masters Insurance has grown into one of Ontario’s largest and most trusted independent brokerages. We specialize in tailored insurance and surety solutions for the construction industry, built on a foundation of robust client advocacy and longstanding industry partnerships. Driven by our core values of integrity, care, innovation, and exceptional service, we are dedicated to safeguarding our clients' interests and ensuring their peace of mind. Our extensive services cover personal and commercial insurance, group benefits, as well as life, estate, and investment solutions. With offices in Toronto, Hamilton, Ottawa, Windsor, New York, and Florida, our skilled team partners with top insurers to provide tailored coverage options and prompt, reliable claims support. Generous health and dental benefits program, including Healthcare Spending Account Robust Group Retirement Savings program with company matching Full support of continuing education and growth opportunities,



including career mentorship with senior management Hybrid work schedule that supports work-life balance Opportunities to give back to our communities through philanthropic programs Discounts to gym membership and select local retailers The successful candidate for this position should be a self-starter, proactive individual who will work in conjunction with the Financial Advisor and team to actively engage our clients through communications, preparing marketing materials and meeting scheduling. Work with the advisors in the office to manage and maintain good working relationship with our clients Daily management of all investment related documentation for processing and compliance, including trade processing Work with the team to ensure compliance standards are met within the office structure University degree an asset ~ Proficient in Microsoft Office, with emphasis on MS Excel ~ Self-motivation with ability to problem-solve with limited supervision ~ Accurate data entry skills with extra attention to detail and overall accuracy We are committed to accommodating the needs of applicants in compliance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act at every stage of the recruitment and selection process. Final offers are determined based on qualifications, experience, skills, and internal equity to ensure consistency and fairness. #

📌 Account Associate, Financial (Canada)
🏢 Masters Insurance
📍 Canada