Wealth Management & Insurance Planning Specialist
- Vancouver, BC
- Hybrid
- Posted Jun 15, 2026
- 1 position
$55,000–$60,000 / year
Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 40 hours per week
- Location requirements
- Country, Canada
Job summary
Design tailored insurance and investment solutions for clients while proactively managing relationships and pursuing sales leads. Execute financial transactions and applications accurately while ensuring full compliance with regulatory standards.
Job details
Design tailored insurance and investment solutions for clients while proactively managing relationships and pursuing sales leads. Execute financial transactions and applications accurately while ensuring full compliance with regulatory standards. Requires a Certified Life Insurance Agent designation (LLQP) and in-depth knowledge of segregated funds and annuities. Candidates should have 2-5 years of relevant experience and proficiency in financial planning software and CRM tools.
What you’ll do
Design tailored insurance and investment solutions for clients while proactively managing relationships and pursuing sales leads. Execute financial transactions and applications accurately while ensuring full compliance with regulatory standards.
Requirements
Requires a Certified Life Insurance Agent designation (LLQP) and in-depth knowledge of segregated funds and annuities. Candidates should have 2-5 years of relevant experience and proficiency in financial planning software and CRM tools.
Benefits
- Incentives
- Bonuses
- Flexible Work Arrangements
- Paid Time Off
- Company-matched RRSPs
- Sponsored Training and Development Programs
- Tuition Reimbursement
- Professional License Fees Coverage
- Membership Dues Coverage
- Employee Discounts
- Extended Health Benefits
- Disability Insurance
Listed skills
- Financial planning · Preferred
- Client Relationship Management · Preferred
- Regulatory Compliance · Preferred
- MS-Office · Preferred
- written communication · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Planning
- Life Insurance Sales
- Investment Strategy
- Client Relationship Management
- Regulatory Compliance
- Segregated Funds
- Annuities
- MS Office
- CRM Software
- Financial Planning Software
- Oral Communication
- Written Communication
Job areas
- Finance & Accounting
- Sales
- Consulting
- Customer Service & Support
More jobs from HUB International
Underwriter (Portal)
- Hybrid
- Vancouver, BC
- Posted Oct 10, 2026
Executive Underwriter (CL)
- Hybrid
- Vancouver, BC
- Posted Oct 10, 2026
Senior Underwriter, Professional Liability
- Hybrid
- Toronto, ON
- Posted Oct 8, 2026
Investment Specialist
- Hybrid
- Montréal, QC
- Posted Sep 19, 2026