Senior Surety Broker/Client Executive

Purves Redmond Limited; Calgary; On-site; CAD 90,000 - 130,000; Full time

Job summary

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. As a Senior Surety Broker, you will market surety accounts and manage key client relationships in mining, energy, renewables and oil & gas, structuring reclamation bonds and surety instruments.

You will serve as a strategic advisor, focusing on client service, compliance, and delivering tailored surety solutions while partnering with underwriters and internal teams to support

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• 5–7 years of relevant experience in investment banking, commercial lending or the surety industry.
• Experience with clients in mining, energy, renewables, power, and oil & gas is a strong asset.
• Familiarity with credit risk assessment and financial underwriting.

Responsibilities

• Manage surety accounts across mining, energy, and oil & gas sectors, focusing on reclamation and commercial surety bonds.
• Conduct research and financial analysis on client portfolios to ensure compliance with contractual obligations.
• Identify prospective clients and target industries through strategic market research.
• Analyze financial information and assess credit requests for both public and private enterprises.
• Prepare and present detailed reports and findings to clients, prospects, and management.
• Develop submissions to underwriters highlighting new client opportunities.
• Build and maintain strong relationships with clients, underwriters, and professional partners.

Skills

Communication skills

Financial analysis

Excel

Education

Bachelor's degree in finance, accounting, or related field

Tools

Excel

Job description

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Founded in 1959, Purves Redmond Limited has grown from a local Toronto brokerage into a nationally recognized, independent insurance advisory firm. Today, we are a 100% employee-owned organization with offices across Canada and partnerships that extend our reach globally.

We combine decades of experience with a forward-looking approach, delivering customized insurance, risk, and benefits solutions to clients across diverse industries. Our continued success is rooted in our commitment to integrity, collaboration, and service excellence.

Position Overview

As a Senior Surety Broker, or Surety Client Executive, you will specialize in marketing Surety Accounts and managing key client relationships, with a focus on the natural resources, oil & gas, and power and renewables industries. You will work closely with clients to structure and secure reclamation bonds, supply guarantees, performance bonds, and other types of Surety instruments.

This role requires a strong focus on client service, including the development and stewardship of long-term relationships built on trust, expertise, and consistent service delivery. You will serve as a strategic advisor to your clients, helping them navigate complex bonding requirements and achieve their project and compliance goals.

Duties & Responsibilities

• Manage surety accounts across mining, energy, and oil & gas sectors, with a focus on reclamation and commercial surety bonds.
• Conduct research and financial analysis on client portfolios to ensure compliance with contractual obligations.
• Identify prospective clients and target industries through strategic market research.
• Analyze financial information and assess credit requests for both public and private enterprises.
• Prepare and present detailed reports and findings to clients, prospects, and management.
• Develop comprehensive submissions to underwriters highlighting new client opportunities.
• Build and maintain strong relationships with clients, underwriters, and professional partners.
• Design tailored surety solutions by assessing operational risks, delivering high-quality service, and providing strategic recommendations to enhance clients’ financial profiles for bond approvals.
• Monitor evolving regulatory requirements in the industries of focus, advising clients on compliance and potential impacts to their obligations.
• Support renewal processes and monitor receivables.
• Coordinate with underwriters and legal teams to structure bonds, contracts, and indemnity agreements effectively, ensuring optimal coverage for clients.

Requirements

• Bachelor’s degree in finance, accounting, or related field.
• 5-7 years of relevant experience in investment banking, commercial lending or the surety industry.
• Experience with clients in mining, energy, renewables, power, and oil & gas considered a strong asset.
• Strong financial acumen, with proficiency in Excel and experience analyzing financial statements.
• Valid Alberta Insurance Council (AIC) license, or willingness to obtain.
• Familiarity with credit risk assessment and financial underwriting.
• Detail-oriented, with the ability to manage multiple priorities and deadlines.
• Excellent communications skill, both written and oral.

Why Apply

At Purves Redmond Limited, you’ll work in an environment grounded in integrity, professionalism, and service excellence. We put clients first, support one another, and uphold high standards in everything we do.

Ownership, accountability, and collaboration are embedded in our culture, giving you the opportunity to take initiative, build meaningful client relationships, and contribute to long-term success. If you value continuous improvement and bringing thoughtful perspectives to your work, you’ll feel aligned with how we operate.

At PRL we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.