Bilingual Onboarding Specialist

Hub International; Halifax; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading insurance broker in Halifax is seeking a Bilingual Onboarding Specialist to enhance the onboarding experience for financial advisors. The role involves guiding advisors through the contracting process and ensuring compliance. The ideal candidate will be bilingual in French and English, possess strong communication skills, and have relevant industry experience. This position offers competitive compensation and opportunities for career growth.

Benefits

Competitive Compensation

Work-Life Balance

Tailored Benefits

Career Growth and Support

Exclusive Perks

Qualifications

• 2–5 years of relevant industry experience in contracting / onboarding.
• Ability to learn new systems quickly.

Responsibilities

• Guide advisors through the onboarding process.
• Handle contracting and reactivation for advisors.
• Maintain accuracy of broker contracting and compliance data.
• Follow up with carriers to ensure timely processing.

Skills

Bilingual in French and English

Exceptional written and verbal communication skills

Strong computer proficiency

Proficient in Microsoft Office

Education

College diploma or university degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Bilingual Onboarding Specialist (Hybrid)

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

The Bilingual Onboarding Specialist serves as the primary point of contact for advisors throughout the onboarding process at HUB Financial. This includes guiding advisors through the full setup and contracting stage, whether through APEXA or traditional methods. The Onboarding Specialist plays a critical role in ensuring a smooth, efficient, and positive onboarding experience, acting as both a resource and liaison for the advisor.

What You’ll Do

• Discuss the onboarding process with the advisor and communicate the requirements for a complete set up.
• Initiate contracting with the top three carriers (if necessary) for the advisor and communicate the process for new business received, provide the options for contract completion and assist in implementation.
• Handle licensing / sponsorship requests when necessary.
• Handle reactivations of inactive advisors and process the necessary contracting documents that initiated the reactivation.
• Facilitate any name change requests that are required as part of the onboard or reactivation process and ensure completion of all contracting requirements.
• Ensure the day‑to‑day contracting receipts are processed in a timely fashion.
• Liaise with carriers to obtain rush broker codes to facilitate the prompt processing of new business applications.
• Maintain complete accuracy of the broker contracting, compensation hierarchy and compliance data on WS.
• Prepare contracting documentation per the HUB Helps process. Forward completed contracting requests electronically or via courier to our advisors as required.
• Ensure new broker contracting applications are screened for poor credit, completeness and accuracy. Review all documentation for missing information and obtain all necessary outstanding requirements.
• Document and elevate any action required on the part of the Regional Vice President relating to broker credit, conduct or compliance issues based on facts gathered from Insurance Councils, Carrier Head Offices or other information obtained by HUB Financial staff.
• Follow up with all insurance carriers to ensure all contracting and licensing submissions are processed and completed in a timely manner to ensure prompt policy issue and commission payments to HUB Financial and the advisor.
• Ensure successful completion of broker contracting packages by obtaining all necessary documentation from advisors and submitting completed contracting packages to the carriers. Broker contract information received by HUB Financial must be submitted to the carrier within 2 days of receipt. There is no tolerance for contracting submitted to our carrier partners with outstanding information.

What You’ll Need for Success

• 2–5 years of relevant industry experience in contracting / onboarding.
• Bilingual in French and English (verbal and written).
• College diploma or university degree (or equivalent education) is an asset.
• Strong computer proficiency and ability to learn new systems quickly.
• Exceptional written and verbal communication skills.
• Proficient in Microsoft Office (Word, Excel, Outlook).

What’s in it for you?

• 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.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit -

About HUB International

Headquartered in Chicago, Illinois, HUB International is a leading full‑service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

If you’re interested in learning how you can grow your career at HUB, visit our to explore our opportunities.

Department Office Administration & Clerical Required Experience : 2-5 years of relevant experience Required Travel : No Travel Required

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