Wealth Management and Insurance Planning Specialist
- Calgary, AB
- Permanent
- Full-time
As a Wealth Management & Insurance Planning Specialist, you will play a vital role in growing and retaining HUB's client portfolios. In this position, you'll have the opportunity to take over and expand upon an existing client base from HUB’s 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 You’ll DoInitiate proactive communication with existing clients to maintain strong relationships and ensure their financial needs are metCultivate new client relationships by identifying potential clients and demonstrating the value of our servicesOffer 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 clientsStay up-to-date with the latest industry trends, financial products, and regulatory changes.Continuously enhance expertise in insurance, mutual funds, segregated funds, GIA’s, annuities and other financial products to provide the best advice to clients.What You’ll Need for SuccessCertified Life Insurance Agent (completion of LLQP)Mutual Fund licensedIn-depth knowledge of segregated funds, mutual funds, GIA’s, annuities, and life insurance productsAdvanced financial planning knowledge and experiencePositive attitude, approachable and engagingReliable and responsive to customer service inquiries/needsClear written and oral communication skills; can express a concept clearly and conciselyDemonstrates competence using MS Office, CRM, and planning software(s)What’s 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 dues—everything 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, you're 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 HUB InternationalHeadquartered in Chicago, Illinois, 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 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.If you’re interested in learning how you can grow your career at HUB, visit our 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.#LI-hybrid#LI-EMDepartment Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.