Wealth Management and Insurance, Advisor
2 weeks ago
Wealth Management and Insurance Advisor - GTA
At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products - it encompasses a culture that values collaboration, innovation, and continuous learning.
**We are Proud to Offer**:
Customizable flexible benefits options for you and your family
Company matching RRSP contributions
Comprehensive tuition financing and career-related training and development
We promote work-life balance through flexible scheduling and hours
Mental and physical wellness initiatives
Advancement opportunities
**HUB Cares**: we are a company that gives back and is active in the community
Learn more about HUB’s Culture & Value Here
**The Opportunity**:
As a Wealth Management & Insurance Advisor, 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.
**A day in the life**:
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.
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, GIA’s, annuities and other financial products to provide the best advice to clients.
**Who you are**:
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
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)
Working Conditions
Hybrid
**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 17,000 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.
Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.
\#LI-TD
\#LifeatHUB
\#HubInternationalCanada
Department Sales
**Required Experience**: 2-5 years of relevant experience
**Required Travel**: Negligible
**Required Education**: High school or equivalent
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
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