Wealth Management & Insurance Planning Specialist
Vancouver, BCHybrideTemps plein
HF
Hub 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