Wealth Management & Insurance Planning Specialist
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.
About The Role
As a Wealth Management & Insurance Planning Specialist, you will play a vital role in growing and retaining HUB's client portfolios. In this position, you'll have the opportunity to take over and expand upon an existing client base from HUB’s established book(s) of business. Your responsibilities will include maintaining and nurturing current client relationships, offering financial planning and risk management advice, and establishing new connections both within and beyond your existing portfolio.
What You’ll Do
Initiate proactive communication with existing clients to maintain strong relationships and ensure their financial needs are met
Cultivate new client relationships by identifying potential clients and demonstrating the value of our services
Offer comprehensive financial planning services that encompass insurance and investment strategies.
Analyze clients' financial situations, goals, and risk tolerance to tailor personalized financial plans.
Complete insurance and investment applications, ensuring accuracy and compliance with regulatory requirements.
Execute various financial transactions and trades on behalf of clients with precision and timeliness.
Identify potential areas for portfolio growth and propose suitable strategies to clients
Stay up-to-date with the latest industry trends, financial products, and regulatory changes.
Continuously enhance expertise in insurance, mutual funds, segregated funds, GIA’s, annuities and other financial products to provide the best advice to clients.
What You’ll Need for Success
Certified Life Insurance Agent (completion of LLQP)
Mutual Fund licensed
In-depth knowledge of segregated funds, mutual funds, GIA’s, annuities, and life insurance products
Advanced financial planning knowledge and experience
Positive attitude, approachable and engaging
Reliable and responsive to customer service inquiries/needs
Clear written and oral communication skills; can express a concept clearly and concisely
Demonstrates competence using MS Office, CRM, and planning software(s)
What’s in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
Compensation
This position…
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