Wealth Management & Insurance Planning Specialist

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

Benefits offered by this job

Competitive Compensation

Work-Life Balance

Tailored Benefits

Career Growth and Support

Exclusive Perks

Job summary

HUB International is looking for a Wealth Management & Insurance Planning Specialist in Vancouver, BC. This role involves growing and retaining HUB's client portfolios by maintaining relationships and providing comprehensive financial solutions.

The ideal candidate should have a strong background in financial planning, significant knowledge of life insurance and investment products, and excellent communication skills. The position offers a hybrid work model with various employee benefits.

Qualifications

• 2-5 years of relevant experience in financial services.
• Experience maintaining and nurturing client relationships.
• Ability to tailor financial plans based on client needs.

Responsibilities

• Initiate proactive communication with existing clients.
• Cultivate new client relationships and analyze their financial needs.
• Complete insurance and investment applications accurately.

Skills

Certified Life Insurance Agent

Mutual Fund licensed

In-depth knowledge of financial products

Advanced financial planning knowledge

Clear communication skills

Education

Completion of LLQP

Tools

MS Office

CRM software

Planning software

Job description

## Wealth Management & Insurance Planning SpecialistPostulerremote type: Hybrid Workinglocations: Vancouver, BCtime type: Full timeposted on: Publié aujourd'huijob requisition id: R0036998Hub 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** The compensation for this position is a variable compensation structure, ie., salary plus commission. As such, the total compensation earned will vary depending on the successful candidate’s book of business at a particular time. The expected salary plus variable pay range for this position is $55,000 to $65,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses for some positions **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 Us - HUB International**About HUB International**Headquartered in Chicago, Illinois, Hub International Limited 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 Careers Page to explore our opportunities.*HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.*#LI-hybrid#LI-SSDepartment SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Negligible