Wealth Management and Insurance Planning Specialist

As a Wealth Management & Insurance Planning Specialist, you will play a vital role in growing and retaining HUB's client portfolios. The responsibilities include maintaining and nurturing current client relationships, offering financial planning and risk management advice, and establishing new connections within and beyond the existing portfolio.

Requirements

• 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
• Advanced financial planning knowledge and experience

Benefits

• Competitive Compensation
• Work-Life Balance
• Tailored Benefits
• Career Growth and Support
• Exclusive Perks