THE OPPORTUNITY

As a Retirement Plan Advisor, you will work alongside our Consultants to help deliver HUB’s strategy by supporting individual retirement plan members with basic financial and investment advice. We are seeking an individual with a focus in client service in order to attract and retain clients to join our Downtown Vancouver in a Regular Full Time position.

Our Bentall Vancouver Location is centrally located in the heart of Downtown Vancouver with easy access to skytrain, bus service and amenities.

You would be joining our rapidly growing Employee Benefits and would be instrumental in helping build an innovative, client-focused approach and culture. Choose a career with HUB and create a future that combines a diverse, challenging work environment with financial security and celebrated success.

To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

HUB INTERNATIONAL – FIND YOUR PASSION

Career development and advancement is important to you, and to us. As the largest insurance broker in Canada, and 5th largest broker worldwide, HUB is growing by 15% each year on average, positioning you for longevity and success.

We’ve developed a friendly, passionate and entrepreneurial-focused culture, allowing you to share and learn alongside your fellow experts and colleagues. We offer in-house educational development as well as paid educational opportunities, so that you can further develop your leadership skillset and industry knowledge.

To support your career at HUB, our flexible benefits plan allows you to choose the benefits make sense for you, your family and your lifestyle.

KEY RESPONSIBILITIES

As Retirement Plan Advisor you will:

• Conduct one-on-one meetings with Plan Members

• Respond to plan member phone & email inquiries

• Participate in ‘off hours’ Member Client meetings, events and/or seminars

• Proactively source, contact and assist group plan members whom are terminating employment or retiring with an asset base within our target market

• Cross-sell existing clients

• Provide general Group RRSP/Pension Client Services support

• Keep CRM up-to-date with changes and additions

• Attend and actively participate in industry and company events/meetings

• Support plan provider search analysis

• Support the client pension plan governance process

• Pursue new GRS opportunities for the retirement practice

WHAT DO YOU NEED TO SUCCEED?

As the successful candidate , you will bring:

• A related designation i.e. CEBS, RPA or preferably CFP

• A Post-secondary education (diploma or degree)

• A successfully completed LLQP and Insurance License

• Over three years of experience in investment consulting, retirement planning or related experience

• A highly developed oral and written communication skills

• Strong presentation skills

• An Intermediate proficiency in Microsoft Word, Excel and Outlook

• The ability to effectively prioritize and execute tasks while under time pressure

• The ability to work independently with minimal supervision

WHAT DO WE OFFER?

• Competitive compensation with industry-leading benefits for you and your family.

• Flexible health, dental and lifestyle benefit options

• Comprehensive tuition financing

• Support for your career-related training and development.

• Career advancement for you in the Employee Benefits Division and insurance industry.

• A place to belong, where your ideas matter, and values drive decisions.

• An empowering environment where you will be provided with the right tools and support to deliver exceptional client service.

• Mileage reimbursement for vehicle use (if applicable)

• Flexible hours to promote work-life balance

WHAT DO WE VALUE?

Entrepreneurship – We encourage innovation and educated risk-tasking.

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 our customers, communities and colleagues.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.