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Financial advisor trainee Jobs in Nelson, BC

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Financial advisor trainee • nelson bc

Last updated: 6 days ago

Client Care Representative - Personal Insurance Trainee

Hub InternationalNelson, BC
Full-time

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, ins...Show more

addictions counsellor

Freedom Quest Youth Services SocietyNelson, BC, CA
Permanent

Registered Retirement Savings Plan (RRSP).Learning/training paid by employer.Heures de travail: 26 hours per week.Show more

Financial Advisor-CIRO-MFD/AMF

CIBCNelson, 459 Baker St
Full-time

Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show more

senior cost accountant

SpearheadNelson, BC, CA
Permanent

Computer and technology knowledge.Enterprise resource planning (ERP) software.Are you authorized to work in Canada?.Are you available to start on the date listed in the job posting?.Are you willing...Show more

dental assistant

dentalcorpNelson, BC, CA
Permanent

Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.Experience: Experience an asset.Prepare patients for dental examinations.Prep...Show more

Client Advisor

0000050007 Royal Bank of CanadaNELSON, British Columbia, Canada
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ...Show more

pizza cook

Leo's Pizza and Greek TavernaNelson, BC, CA
Permanent

No degree, certificate or diploma.Are you authorized to work in Canada?.Heures de travail: 20 to 40 hours per week.Show more

Client Advisor

Royal Bank of Canada>NELSON, Canada
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ...Show more

user support technician

Retreat GuruNelson, BC, CA
Permanent

Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience: 3 years to less than 5 years.Respond to users experiencing difficulties with...Show more

community worker

Kootenay Society for Community LivingNelson, BC, CA
Full-time

Heures de travail: 36 hours per week.Secondary (high) school graduation certificate.Associations and non profit organizations.Assess client's relevant skill strengths and development needs.Assist c...Show more

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The cities near Nelson, BC that boast the highest number of financial advisor trainee jobs are:
Client Care Representative - Personal Insurance Trainee

Client Care Representative - Personal Insurance Trainee

Hub InternationalNelson, BC
30+ days ago
Job type
  • Full-time
Job description

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 a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you!

As a Personal Insurance Trainee, you will help protect individuals most valuable assets. In this role, youwill provide outstanding client service through your positive, friendly manner while educating clientsin your excellent product knowledge in habitational, travel, and automobile insurance.

A day in the life–

  • Engage with clients to understand and advise on their insurance needs to help develop the best coverage needed in all things Personal Insurance (habitational, travel, automobile)

  • Follow-up regularly on sales leads and referral prospects

  • Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner

  • Achieve sales and retention goals and targets

  • Maintaining a high level of knowledge in all our Personal Lines and Auto products through continuous education and learning opportunities

What you will bring to the team –

  • Level 2 General Insurance License is an asset, but not required

  • Desire and proactive ability to deliver exceptional client service

  • Demonstrated ability to work in a high-volume, fast paced team environment

  • Keen eye for detail and high sense of urgency

  • Strong communication skills in both written and verbal

  • Demonstrated ability to drive sales initiatives

  • Industry designation would be consideredan asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

Salary Expectations –

The expected salary range for this position is $45,000 to $55,000 and 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, and commissions for some positions.If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.

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 toto request this. Only candidates selected for an interview will be contacted.

#LI-POST

#LI-onsite

Department SalesRequired Experience: Less than 1 year of relevant experienceRequired Travel: No Travel Required

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.