Wealth Management and Insurance Planning Specialist
Hub International
Job Description
Wealth Management & Insurance Planning Specialist
Hub Financial, a division of HUB International, 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.
About The Role
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’...