Wealth Management and Insurance Planning Specialist

Wealth Management & Insurance Planning Specialist

Hub Financial - Calgary AB

Hub Financial a division of HUB International is one of Canadas 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 HUBs client this position youll have the opportunity to take over and expand upon an existing client base from HUBs 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 Youll 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 GIAs annuities and other financial products to provide the best advice to clients.

What Youll Need for Success

• Certified Life Insurance Agent (completion of LLQP)

• Mutual Fund licensed

• In-depth knowledge of segregated funds mutual funds GIAs 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)

Whats 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 dueseverything 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.

Why Choose HUB

When you choose HUB youre 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 19000 employees in offices located throughout North America HUBs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.

Were not just an insurance broker were a team of passionate professionals dedicated to innovation excellence and empowering our clients and communities through personalized support and expertise.

If youre 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.

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