Finance executive Jobs in Kelowna, BC

Hi, we’re HUB!

We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

Are you an energetic, goal-driven go-getter who thrives in a fast-paced environment? Do you love the idea of hitting (and exceeding) targets while building genuine client relationships? If so, this is more than just a job—it's a career with unlimited potential.

Based in the Interior, Vancouver Island, or the Fraser Valley, our Personal Lines division at HUB International is focused on providing expert advice and tailored solutions to meet our clients' insurance needs. As a Personal Insurance Executive, you'll leverage our in-house Personal Lines program, High Value programs, special risk options, and regular market offerings.

A day in the life-

• • Client Relationship Management – proactive outreach, annual review calls, and maintaining concierge-level service for HNW clients.
  • Risk Assessment & Coverage Design – tailoring bespoke insurance programs for complex assets (multiple properties, high-value collections, luxury vehicles, yachts, aircraft).
  • Claims Advocacy – acting as a personal liaison during claims, ensuring swift resolution and white-glove handling.
  • Market & Carrier Engagement – liaising with HNW underwriters, negotiating terms, and staying updated on specialty products.
  • Portfolio Monitoring – tracking policy renewals, coverage gaps, and changes in client circumstances or asset values.
  • New Business Development – networking in luxury, financial, and professional circles to generate referrals.
  • Discretion & Privacy Management – safeguarding client confidentiality while coordinating with attorneys, wealth managers, and family offices.
  • Continuous Learning – keeping current on evolving risks (e.g., cyber liability, climate exposures, global mobility issues).

What you will bring to the team -

• Level 2 General Insurance License.

• Minimum 2-3 years of experience as a Personal Lines producer or account manager.

• Strong verbal and written communication skills.

• Demonstrated problem solving skills including offering unique solutions utilizing all offerings at Hub International.

• Results driven and enjoy the challenge of meeting and exceeding goals.

• Strong sense of urgency to serve the client’s needs as your top priority.

• Enjoy building new business relationships by asking for the business.

• Skills in establishing referrals through local Realtors, Notaries, Mortgage Brokers and Centers of influence in the community.

Salary Expectations –

The compensation for this position is a variable compensation structure, ie., base salary plus commission. As such, the total compensation earned will vary depending on the successful candidate’s book of business at a particular time. The expected base salary for this position is $50,000 to $60,000, plus commissions will be paid based on successful sales performance. The total compensation will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. 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 for some positions. A relocation allowance may also be available for qualified candidates.

Why Join HUB?

• Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!

• We work hard and play hard! Get ready for our Staff Holiday Parties!!

• Paid day off for your birthday – we want to celebrate you!

• Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities

• Room to grow within the organization

• Lots of company perks, benefits, RRSP matching and great compensation

Your future with HUB –

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.

• Integrity: We do the right thing every time.

• Teamwork: We work together to maximize results.

• Accountability: We measure and take responsibility for outcomes.

• Service: We serve customers, communities and colleagues.

If you value what we value, and like the perks along the way – Apply TODAY!

The employment offer is contingent upon completion of a successful background check.

HUB is a company where your contributions will make a difference. We invite you to learn more about our team at . If you require any accommodations during the hiring process, please reach out to to request this. Only candidates selected for an interview will be contacted.

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Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel Required

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