Wealth Management And Insurance Planning Specialist
Hub Financial
Vancouver, Canada
Base: $55,000 to $60,000; bonus/equity: commission...
On-site
Financial planning and risk management advice
Insurance and investment strategies
Client relationship management
Play a vital role in growing and retaining HUB's client portfolios by taking over and expanding an existing client base
Job Summary
Play a vital role in growing and retaining HUB's client portfolios by taking over and expanding an existing client base.
Offer comprehensive financial planning services encompassing insurance and investment strategies, analyzing client situations to tailor personalized plans.
Benefit from competitive compensation with incentives and bonuses, tailored benefits including company-matched RRSPs, and robust career growth support.
Matching Summary
Play a vital role in growing and retaining HUB's client portfolios by taking over and expanding an existing client base.
Salary
Base: $55,000 to $60,000; Bonus/Equity: Commission-based; Benefits: Extended health benefits, RRSP matching, paid-time-off
Skills & Requirements
Must-have
Financial planning and risk management advice
Insurance and investment strategies
Client relationship management
Financial product expertise
Nice-to-have
Positive and approachable demeanor
Reliable and responsive service
Clear communication skills
Key Requirements
Certified Life Insurance Agent (LLQP)
Mutual Fund licensed
In-depth knowledge of financial products
Advanced financial planning knowledge
Competence using MS Office, CRM, and planning software