Insurance Planning Specialist at HUB

Join HUB International as a Wealth Management and Insurance Planning Specialist in Vancouver, BC. Utilize your financial planning skills to enhance client portfolios and foster growth.

As a Wealth Management Specialist, you'll play a crucial role in cultivating relationships and providing expert financial advice. Your responsibilities will involve comprehensive client assessments, ongoing communication, and the execution of financial strategies tailored to individual needs. You'll also be integral in analyzing market trends and adapting strategies for optimal portfolio management.

Key Responsibilities:

• Maintain and strengthen relationships with existing clients

• Identify and engage potential new clients

• Analyze financial situations and tailor plans accordingly

• Ensure compliance in insurance and investment applications

• Suggest growth strategies based on industry updates

Requirements:

• Completion of Certified Life Insurance Agent license (LLQP)

• Mutual Fund licensed

• Advanced knowledge in financial products and planning

• Strong customer service and communication abilities

• Familiarity with MS Office and planning tools

Leverage your expertise in financial planning to support clients at HUB International in Vancouver.
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