Location
vancouver, metro vancouver regional district, Canada
Posted
July 20, 2026
Job Description
Join Hub Financial in Vancouver, BC, as a Wealth Management & Insurance Planning Specialist, focusing on client portfolio enhancement and tailored financial solutions. Build strong relationships and drive growth.
This role requires expertise in financial planning and risk management, engaging actively with established clients while seeking new opportunities. You will analyze client financial objectives, propose suitable strategies, and ensure regulatory compliance in transactions. Your knowledge and proactive approach will be essential for sustaining and expanding HUB's clientele.
Key Responsibilities:
• Maintain strong relationships with existing clients
• Cultivate new client relationships to expand business
• Offer in-depth financial planning services
• Tailor financial strategies based on client goals
• Execute financial transactions accurately and timely
Requirements:
• Certification as a Life Insurance Agent (LLQP)
• Licensed in Mutual Funds
• Ext...
This role requires expertise in financial planning and risk management, engaging actively with established clients while seeking new opportunities. You will analyze client financial objectives, propose suitable strategies, and ensure regulatory compliance in transactions. Your knowledge and proactive approach will be essential for sustaining and expanding HUB's clientele.
Key Responsibilities:
• Maintain strong relationships with existing clients
• Cultivate new client relationships to expand business
• Offer in-depth financial planning services
• Tailor financial strategies based on client goals
• Execute financial transactions accurately and timely
Requirements:
• Certification as a Life Insurance Agent (LLQP)
• Licensed in Mutual Funds
• Ext...