Group Retirement Wealth Relationship Manager
Group Retirement Wealth Relationship Manager
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Job Description
Ignite your potential. Impact what matters.
Hi were HUB a network of doers with diverse stories and a shared goal to support our clients and communities. To do it we believe in supporting each other because great work happens when people come together and that means building a team where anyone can spark an idea and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.
When you partner with us youre at the center of a vast network of risk insurance employee benefits retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy so youre ready for tomorrow.
The Opportunity!
As a Group Retirement Wealth Relationship Manager at HUB International you will be a key part of our regional GRS (Group Retirement Services) team providing personalized financial advice retirement transition support and individual client services to plan members of selected group retirement clients.
- FullTime Permanent career located within one of our Prairies branch locations.
Your Responsibilities
- Client Relationship Support: Assist in maintaining and strengthening relationships with group retirement clients by providing exceptional service to plan members and ensuring member queries and requests are promptly addressed. Help manage communication with plan sponsors and participate in client meetings as needed.
- Individual Plan Member Support: Assist plan members in monitoring and reviewing their GRS accounts transferring assets from other registered plans into their GRS accounts and making changes to their investments.
- Retiring Plan Member Support: Assist plan members approaching retirement with setting up retirement income accounts explaining the process for converting pension RRSP and DPSP assets to income completing the necessary paperwork and facilitating the setup process
- Financial Analysis & Reporting: Conduct research and analysis on market trends and create communication pieces to share with plan sponsors and plan members.
- Administrative Assistance: Support the team with administrative tasks including scheduling meetings preparing client presentations documenting client communications and maintaining accurate and uptodate client records.
- Client Communication & FollowUp: Participate in virtual and inperson meetings with plan members taking notes following up on action items and ensuring that plan member needs are addressed.
- Learning & Development: Continuously expand your knowledge of wealth management financial planning and regulatory compliance through training mentorship and handson experience.
- Compliance & Risk Management: Ensure that all client interactions documentation and investment activities comply with industry regulations and internal policies.
- Collaboration & Teamwork: Work closely with other HUB Group Retirement team members to deliver comprehensive financial literacy solutions and proactive client servicing and ensure client satisfaction.
- Willingness to Travel: Our plan members are located throughout Alberta Saskatchewan Manitoba Yukon and Northwest Territories. Some travel to client locations throughout the year will be required.
What you will bring to the role
- LLQP is required. Willingness to acquire within 3 months of hire date if not already licensed is required.
- RPA/CEBS certification considered an asset.
- 3 years experience in a clientfacing role as a financial advisor or equivalent
- Strong analytical skills with the ability to conduct research and interpret financial data.
- Solid understanding of group retirement products: RRSPs DCPPs DPSPs TFSAs etc.
- Motivated to help support a diverse team and contribute to a team environment.
- Proactive and a selfstarter with a keen attention to detail.
- Demonstrated ability to communicate effectivity in both written and verbal.
- Works well in a fast paced clientfocused environment.
- Proficiency in windowsbased computer systems.
Why Join HUB
- An exceptional welcoming and inclusive company culture.
- Excellent compensation benefits RRSP match referral incentives and company perks.
- Work flexibility.
- Paid educational training and vast learning opportunities.
- Room for advancement and growth within the organization.
- Paid day off for your birthday we want to celebrate you!
What makes us different than all the rest
Our Vision:To be everywhere risk exists today and tomorrow. Helping protect what matters most.
Our Mission:To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.
Our Core Values:
- Entrepreneurship: We encourage innovation and educated risktaking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve clients communities and colleagues.
Ready to join HUB and build a career in a rapidly growing industry Apply today for the Group Retirement Wealth Relationship Manager opportunity!
Department Account Management & ServiceRequired Experience: 25 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentRequired Experience:
Manager
Employment Type
Full-Time
