Wealth Management & Insurance Planning Specialist
Vancouver, BCHub Financial Inc.
2+ ansCandidates need a Life Insurance Agent certification (LLQP) and a Mutual Fund licence, plus strong knowledge of segregated funds, mutual funds, GIAs, annuities and life insurance. They also need 2 to 5 years of relevant experience, clear communication skills and proficiency in MS Office, CRM and planning software.
MS Office, CRM, Financial planning software
Commissions Coordinator
Burnaby, BCHub Financial Inc.
1+ ansCandidates need a secondary school diploma, 1 to 2 years of office or administrative experience, and proficiency with Microsoft Office. Strong attention to detail, critical thinking and clear written and verbal communication are essential.
Accounts receivable, Administrative support, Critical thinking, Improve business processes, Communication skills, Microsoft Office
Director Business Development
Calgary, ABHub Financial Inc.
2+ ansCandidates need at least two years of life insurance industry experience, strong knowledge of carrier investment products and insurance planning, and strong presentation and communication skills. An LLQP is an asset and higher industry education is encouraged.
Propel
Investment Specialist
London, ONHub Financial Inc.
2+ ansCandidates need 2 to 5 years of experience in financial or banking, advanced knowledge of segregated and mutual funds, post-secondary education, and strong written and verbal communication. Microsoft Office and online meeting platform skills are expected.
Microsoft Office Suite, Online meeting platforms
Account Manager
Woodbridge, ONHub Financial Inc.
1+ ansCandidates need at least 1 year of life insurance industry experience, strong customer service, and solid organization and time management. Intermediate Microsoft Office and online meeting platform skills, plus clear written and oral communication, are also required.
MS Office Suite, online meeting platforms