181 Financial Security Advisor jobs in Canada

**Wealth Management & Insurance Planning Specialist**
_Hub Financial - Calgary, AB_
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 independent financial advisors with a wide range of products, resources, and tools to help their business 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. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
**About The Role**
As a **Wealth Management & Insurance Planning Specialist** , you will play a vital role in growing and retaining HUB's client portfolios. In this position, you'll have the opportunity to take over and expand upon an existing client base from HUB's established book(s) of business. Your responsibilities will include maintaining and nurturing current client relationships, offering financial planning and risk management advice, and establishing new connections both within and beyond your existing portfolio.
**What You'll Do**
+ Initiate proactive communication with existing clients to maintain strong relationships and ensure their financial needs are met
+ Cultivate new client relationships by identifying potential clients and demonstrating the value of our services
+ Offer comprehensive financial planning services that encompass insurance and investment strategies.
+ Analyze clients' financial situations, goals, and risk tolerance to tailor personalized financial plans.
+ Complete insurance and investment applications, ensuring accuracy and compliance with regulatory requirements.
+ Execute various financial transactions and trades on behalf of clients with precision and timeliness.
+ Identify potential areas for portfolio growth and propose suitable strategies to clients
+ Stay up-to-date with the latest industry trends, financial products, and regulatory changes.
+ Continuously enhance expertise in insurance, mutual funds, segregated funds, GIA's, annuities and other financial products to provide the best advice to clients.
**What You'll Need for Success**
+ Certified Life Insurance Agent (completion of LLQP)
+ Mutual Fund licensed
+ In-depth knowledge of segregated funds, mutual funds, GIA's, 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.
**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 Us - HUB International ( HUB International**
Headquartered in Chicago, Illinois, Hub International Limited ( 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 19,000 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 Careers Page ( to explore our opportunities.
_HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience._
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Department

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
**Line of Business:**
Business Management, Strategy & Support
**Pay Details:**
$108,800 - $163, 200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
Private Wealth Management (PWM) provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.
The Advice Journey & Enablement team is responsible for the design and delivery of solutions across PWM and our Financial Planning (FP) Advice businesses to drive our business forward. This team enables all stages of the client and relationship manager lifecycle, including acquisition, onboarding, servicing, pricing, products and services, managed solutions, work enablement, and leader engagement.
**Accountabilities**
Reporting to the VP, Executive Journey Product Owner, Advice Journey & Enablement, the Senior Manager, Business Integration role a requires a highly analytical, strategic problem solver, with a combination of strong P&L understanding / scenario planning, relationship management, and business acumen.
This role will be responsible for the following within Private Wealth Management:
+ Owns integrated initiative planning and pan-PWM change calendar / field capacity planning.
+ Consolidation of P&L management planning across PWM Strategy & Solutions.
+ Identify trends, opportunities and potential challenges in the P&L and determine options to progress.
+ Lead the relationship with Finance on medium term outlook and fiscal plan formation.
+ Lead the relationship with Wealth National Office partners from Business Management and Strategy.
+ Lead and support the planning of strategic initiatives across PWM.
+ Prepare and delivery executive level presentations and reports.
The Senior Manager will build and lead a team of professionals and set the team's direction based on strategic priorities and lead the team to deliver with excellence by:
+ Setting a persuasive vision and inspire team to engage
+ Setting ambitious goals and pursue innovate solutions to complex problems.
+ Supporting employees in their personal and professional performance development through regular coaching and feedback.
+ Creating and fostering a cohesive team and promote a positive work environment with open communication and the sharing of experiences and/or knowledge.
+ Participate in Action Planning meetings for TD Pulse.
The Senior Manager will also work closely with partners across PWM (including PIA/PIC, PB, HNW Experience, PT, WAS, E&T), and engage with Financial Planning, Direct Investing, Wealth National Office, Finance, AI2 and Platform teams as needed.
This role will also require direct engagement with the SVP and Head of Private Wealth Management so the applicable candidate must possess executive level written and verbal communication skills.
**Required Education and/or Accreditation**
+ Undergraduate Degree in Business Administration or Commerce. MBA would be an asset.
+ Previous experience in Private Wealth Management (Advice), Private Banking, and/or Product Management would be an asset.
**Required Capabilities**
+ Strong people leader with an ability to build relationships as well as negotiate, impact & influence others
+ Strong business and financial acumen with exceptional analytical skills -ability to quickly absorb information on a variety of complex issues (financial and non‐financial) and provide insights on key issues and prepare presentations on findings
+ Proven strong organizational skills and comfortable in operating in a dynamic, fast‐paced environment
+ Demonstrated ability to collaborate among various businesses, balancing multiple partner needs to gain consensus to define and execute one mandate
+ Strong communication skills, with the ability to communicate clearly and concisely (written and verbally) to a broad audience, at a number of levels, including SVP+ Proven ability to think strategically, excellent problem‐solving skills and decisively make recommendations in a timely manner
+ Ability to see business processes through a client lens
+ Highly self-motivated and self-disciplined leader
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest