Wealth Management & Insurance Planning Specialist

Wealth Management & Insurance Planning Specialist (Hybrid)

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 advisors with a wide range of products, resources, and tools to 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.

About The Role
Do you believe that peace of mind starts with the right protection and a strong financial plan? At HUB, we have built a culture focused on professional growth and client-centric values, and we are looking for an Insurance Planning Specialist who shares that commitment. The successful candidate will design tailored insurance and investment solutions for new and existing clients, making a meaningful difference in the lives of the people and families they serve.

What You’ll Do

• Engage with new and existing clients through proactive, personalized outreach to foster lasting relationships and address their evolving financial needs.

• Pursue leads with purpose, converting opportunities into sales while delivering an exceptional client experience.

• Educate clients on the benefits of life insurance, segregated funds, and related protection solutions, empowering them to make confident, informed decisions.

• Provide comprehensive and compelling solutions, personally tailored and encompassing both insurance and investment strategies.

• Complete insurance and investment applications accurately and efficiently, with attention to detail, ensuring full compliance with regulatory standards.

• Execute financial transactions and trades on behalf of clients with accuracy, care, and a commitment to their best interests.

• Collaborate with internal teams and leverage technology to maximize lead flow and align with sales goals.

• Maintain current knowledge of industry trends, financial products, and regulatory developments.

What You’ll Need for Success

• Certified Life Insurance Agent (completion of LLQP)

• In-depth knowledge of segregated funds, 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)

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.

• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.

• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.

• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.

• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Compensation

This position offers a variable compensation structure that includes a base salary plus commission. Total compensation will vary based on the growth and performance of the HUB book of business and client relationships the individual is responsible for managing.

The expected compensation range for this role starts at $55,000–$60,000. Total earnings are performance-driven, and strong producers have the potential to earn above this range through variable compensation tied to sales results.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit -

About HUB International

Headquartered in Chicago, Illinois, 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 20,000 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.

We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

If you’re interested in learning how you can grow your career at HUB, visit our to explore our opportunities.

AI Disclosure

AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

#LI-hybrid

#LI-SS

Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Negligible

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.