Wealth & Insurance Planning Strategist

HUB International; Vancouver; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Extended health benefits

Disability insurance

RRSP matching

Paid time off

Bonuses

Employee discounts

Job summary

HUB International in Vancouver, Canada seeks a Wealth Management & Insurance Planning Specialist to grow and retain a client portfolio. You will take over an existing book, nurture relationships, and provide tailored financial planning and risk management guidance.

Role requires LLQP and Mutual Fund licensing with advanced planning knowledge. Enjoy a comprehensive benefits package, flexible work arrangements, and opportunities for career growth within HUB.

Qualifications

• Licensed in Life Insurance (LLQP) and Mutual Funds with in-depth financial planning knowledge.
• Knowledge of segregated funds, mutual funds, GIA's, annuities, and life insurance products.
• Advanced financial planning skills and strong written and verbal communication.
• Proficient with MS Office, CRM systems, and planning software.

Responsibilities

• Initiate proactive client communication to maintain strong relationships.
• Grow and diversify client base with value-driven financial planning.
• Provide comprehensive insurance and investment planning advice.
• Analyze client goals and risk tolerance to tailor plans.
• Process insurance and investment applications with regulatory compliance.
• Execute trades and monitor portfolios for growth opportunities.
• Stay current on industry trends and regulatory changes.
• Continuously enhance expertise in insurance, mutual funds, and annuities.

Skills

Financial planning

Client relationship management

CRM proficiency

MS Office

Education

LLQP Certification

Mutual Fund license

Tools

CRM software

Planning software

MS Office

Job description

HUB International in Vancouver, Canada seeks a Wealth Management & Insurance Planning Specialist to grow and retain a client portfolio. You will take over an existing book, nurture relationships, and provide tailored financial planning and risk management guidance.

Role requires LLQP and Mutual Fund licensing with advanced planning knowledge. Enjoy a comprehensive benefits package, flexible work arrangements, and opportunities for career growth within HUB.