Wealth Management and Insurance Planning Specialist - Vancouver, BC

Only for registered members Vancouver, BC, Canada

3 days ago

Default job background
+ Job summary:

Wealth Management & Insurance Planning Specialist

Vancouver BC Hub Financial is one of Canada's 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

+ Qualifications:
  • Certified Life Insurance Agent completion of LLQP
  • Mutual Fund licensed
  • In-depth knowledge of segregated funds mutual funds GIA's annuities and life insurance products
+ Responsibilities:
  • Initiate proactive communication with existing clients to maintain strong relationships and ensure their financial needs are met

  • + 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...

    Lorem ipsum dolor sit amet
    , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

    Donec lacinia nisi nec odio ultricies imperdiet.
    Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

    Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
    , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
    Get full access

    Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Vancouver, British Columbia

    +We are seeking an experienced Community Planning Specialist to join our team on a part-time contract basis. This role supports community planning initiatives with Indigenous governments and organizations. · ...

  • Only for registered members Vancouver, British Columbia

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · Client Engagement - Focus on each client experience and connect on a personal level to make every interaction me ...

  • Only for registered members Vancouver $35 - $45 (CAD)

    About Forager Hill Consulting collaborates with Indigenous Governments to champion the strong vision of Indigenous leaders and bring their resilience goals to life.We believe in a holistic approach to resilience, offering a comprehensive set of services tailored to the unique nee ...

  • Only for registered members Vancouver Full time

    We're building a relationship-oriented bank for the modern world. · We need talented passionate professionals who are dedicated to doing what's right for our clients. · You'll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients ...

  • Only for registered members Vancouver

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.Our team members have what t ...

  • Only for registered members Vancouver Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · You'll be joining CIBC's Investment Specialist team in Personal and Business Banking. As an Investment Specialis ...

  • Only for registered members Vancouver Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · ...

  • Only for registered members Vancouver

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · As an Investment Specialist, you'll work closely with other CIBC Banking Centre employees to build lasting conne ...

  • Only for registered members Vancouver

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Only for registered members Vancouver, British Columbia

    Wealth Management & Insurance Planning Specialist at Hub Financial, a division of HUB International. · Maintain and nurture current client relationships, offering financial planning and risk management advice, and establish new connections both within and beyond the existing port ...

  • Only for registered members Vancouver $55,000 - $60,000 (CAD)

    Wealth Management & Insurance Planning Specialist · Vancouver, BC · Hub Financial is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance and investments we provide financial advisors with products resources and tools to help their ...

  • Only for registered members Vancouver Full time $55,000 - $60,000 (CAD)

    +Job Summary: · Wealth management and insurance planning specialist is a vital role in growing and retaining HUB's client portfolios. · +Initiate proactive communication with existing clients to maintain strong relationships. · Cultivate new client relationships by identifying po ...

  • Only for registered members Vancouver TEMPORARY $78,353 - $89,258 (CAD)

    The Senior Specialist will manage brand strategies, build engagement programs to enable understanding of brands. · Taken leading role in ongoing evolution of strategy behind Super Natural British Columbia family of brands · ...

  • Only for registered members Vancouver, British Columbia

    RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, · Perform thorough information gathering and discovery process. · Review current situation taking into account client's short- and lon ...

  • Only for registered members Richmond

    About UniUni · UniUni is a North American leader in last-mile logistics delivering tens of millions of parcels annually from Coast to Coast in Canada. · ...

  • Only for registered members Vancouver, BC VB N

    Wealth Management & Insurance Planning Specialist will play a vital role in growing and retaining HUB's client portfolios by maintaining current client relationships offering financial planning risk management advice establishing new connections both within beyond existing portfo ...

  • Only for registered members Delta $55,000 - $65,000 (CAD)

    We are seeking a Planning Specialist to support demand and supply planning activities across cultivation, production, and commercialization. This role plays a critical part in balancing supply and demand, identifying risks early, and translating data into clear actions for cross- ...

  • Only for registered members Metro Vancouver Regional District, BC

    +Job Summary · Join a company that has been part of moving Metro Vancouver for over 35 years. · +Provides senior level maintenance planning expertise;Liaises with multiple stakeholders through planning and execution; · +Requires an undergraduate Degree in Engineering or a related ...

  • Only for registered members Delta, BC

    + Planning SpecialistAt Rubicon Organics we are seeking a Planning Specialist to support demand supply planning activities across cultivation production commercializationThis role plays critical part in balancing supply demand identifying risks early translating data into clear a ...

  • Only for registered members Langley, BC

    We are seeking a Wealth Planning Specialist to join our team. The role provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. · ...