Director, Digital Solutions

Director, Digital Solutions (Hybrid) HUB Financial - Woodbridge, ON

Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes.

At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

The Director, Digital Solutions (DDS) supports HUB Financial and HUB Capital’s national technology initiatives in collaboration with the VP, Advisor Solutions. This role provides consultative guidance to advisors on technology applications, offering specialized training and education on HUB’s digital tools. The DDS plays a key role in enhancing the advisor technology experience, ensuring seamless platform integration, security, and compliance. They provide thought leadership on technology in financial services, develop educational resources and training programs, and drive engagement with HUB’s digital solutions.

Additionally, the DDS evaluates and implements innovative technology tools and oversees the onboarding of new partnerships to support advisors' business growth.

• Provide advice and guidance to advisors on technology solutions to enhance their business
• Offer recommendations on HUB technology solutions (i.e., cyber security, CRM, financial planning, PROPEL, etc..)
• Advise and educate advisors on minimum technology standards, business continuity planning and cyber security
• Work closely with HUB technology partners to increase advisor engagement
• Evaluate innovative technology to enhance HUB’s offering to advisors
• Responsible for onboarding, promotion, and support of innovative technology vendor relationships
• Complete regular technology partner reviews and monitor advisor engagement
• Maintain the technology content on our HUBlink website
• Responsible for thought leadership on HUB’s technology solutions
• Promote education and awareness through training and presentations
• Deliver educational events and training to advisors on HUB technology solutions and industry best practices (i.e., cybersecurity, CRM, MS 365, and other applications)
• Collaborate with internal stakeholders to provide education, training and support to advisors and HUB employees (i.e., regional sales teams)
• Continuous learning and participating in insurance and investment industry technology training to stay informed and educated on industry best business practices

• Post-secondary education within a relevant program (Business, Computer Science, Finance, Insurance, Information Systems).
• Minimum of 2 years of relevant experience in the life insurance industry and/or technology support roles.
• Certifications, such as LLQP (Life License Qualification Program) and/or CSC (Canadian Securities Course), are considered assets.
• Strong understanding of current trends and emerging technologies within the insurance and finance industries, with the ability to translate these insights into practical applications for advisors and clients.
• Demonstrated experience with technology applications in financial services and the brokerage market.
• In-depth knowledge of CRM platforms, cybersecurity principles, financial planning software and other relevant tools. (i.e., Power Apps, Power Automate, Power BI, MS 365, Dynamics 365, etc..)
• Proven ability to advise and train on technology solutions in an advisory or consulting capacity.
• Experience in training, development, and mentoring others.
• Strong business development mindset with the ability to identify and execute on opportunities.
• Proficiency in gathering and analyzing data on technology adoption and engagement to drive continuous improvements.
• Project management experience in technology rollouts, training modules, or software implementations.
• Excellent time…