Wealth Management & Insurance Planning Speclialist

Hub Financial

Vancouver, BC, Canada
Base: $55,000–$60,000; bonus/equity: variable comm...
Hybrid
Certified life insurance agent with llqp
In-depth knowledge of segregated funds
Advanced financial planning experience
The role involves designing tailored insurance and investment solutions for new and existing clients to foster lasting relationships

Job Summary

  • The role involves designing tailored insurance and investment solutions for new and existing clients to foster lasting relationships.
  • HUB International offers a competitive compensation structure including base salary, incentives, bonuses, and company-matched RRSPs.
  • The position requires a Certified Life Insurance Agent with in-depth knowledge of segregated funds, annuities, and life insurance products.

Matching Summary

The role involves designing tailored insurance and investment solutions for new and existing clients to foster lasting relationships.

Salary

Base: $55,000–$60,000; Bonus/Equity: Variable commission based on performance; Benefits: Company-matched RRSPs, extended health, paid time off

Skills & Requirements

Must-have

  • Certified Life Insurance Agent with LLQP
  • In-depth knowledge of segregated funds
  • Advanced financial planning experience
  • Experience with MS Office and CRM software
  • Ability to execute financial transactions

Nice-to-have

  • Positive attitude and approachable demeanor
  • Clear written and oral communication skills
  • Commitment to client-centric values
  • Reliable responsiveness to inquiries
  • Knowledge of industry trends

Key Requirements

  • Completion of LLQP certification
  • 2-5 years of relevant experience
  • Competence using planning software and CRM tools

Work Rights

Not specified

Tailored Resume

Cover Letter