Wealth Management and Insurance Planning Specialist
Hub International(2 months ago)
About this role
A Wealth Management & Insurance Planning Specialist at Hub Financial helps grow and retain HUB’s client portfolios by taking over and expanding an existing book of business. The role focuses on delivering comprehensive financial planning and risk-management advice while maintaining and developing client relationships. The position is based in Vancouver, BC within HUB Financial, a division of HUB International.
Required Skills
- Financial Planning
- Risk Management
- Client Relationships
- Insurance Products
- Mutual Funds
- Annuities
- Segregated Funds
- CRM
- MS Office
- Regulatory Compliance
Qualifications
- Certified Life Insurance Agent (LLQP)
- Mutual Fund License
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
View more jobs at Hub International →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Hub International
Similar Jobs
Wealth relationship manager
Carolina Title Loans, Inc(7 months ago)
Financial Advisor
BMO US(1 month ago)
Client Service Manager
Wealth Enhancement Group(4 months ago)
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
CliftonLarsonAllen LLP(2 months ago)
Wealth Planning Consultant, Specialist
Our Group(14 days ago)
Associate Wealth Advisor
Focus Partners Wealth(2 months ago)