More jobs:
Wealth Management Specialist at Hub Financial
Job in
Vancouver, BC, Canada
Listed on 2026-07-15
Listing for:
Horan Securities, Inc.
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales -
Insurance
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
In this pivotal role, you will manage and expand existing client relationships while offering comprehensive financial and risk management strategies. As a licensed professional, you will utilize your expertise in investments and life insurance to provide exceptional advice and solutions tailored to client needs. Your contributions directly impact HUB's client portfolio growth and retention.
Key Responsibilities:
• Initiate proactive client communications to meet financial needs
• Establish and nurture new client connections
• Deliver customized financial planning and insurance services
• Analyze client financial situations for personalized strategies
• Ensure compliance in insurance and investment applications
Requirements:
• Certified Life Insurance Agent (LLQP completion)
• Mutual Fund licensing required
• Advanced knowledge of investment and insurance products
• Strong communication skills and customer service focus
• Proficiency in MS Office and financial planning software
Leverage your expertise in wealth management and insurance to empower clients at Hub Financial.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×