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Added 5 mins ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 mins ago
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Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 6 mins ago
Financial Advisor - Amherst, NS (37.5 Hours / Week)
Scotiabank
Amherst, NS
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 mins ago
M
Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…that drives growth across Individual Insurance and Guarantee Wealth…
Added 6 mins ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
…Partners Investment Counsel - “VPIC”) that provides discretionary wealth management services. Value Partners is currently registered as an investment fund manager, portfolio manager and…
Added 36 mins ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
…Business Partner team supporting the Global Banking & Markets and Wealth Management Technology portfolio. This role is responsible for ensuring specific individual goals, plans, and…
Added 51 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 51 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 51 mins ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James
Toronto, ON
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 51 mins ago
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 51 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 1 hour ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 1 hour ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
Halifax, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
We are looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional…
Added 1 hour ago
R
Insurance Advisor - Life, Health & Wealth
RBC
NS · Halifax, NS · Truro, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
C
Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 2 hours ago
T
Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Define and execute the enterprise analytics and AI vision for Wealth Advice and Governance & Controls (G&C), positioning data and AI as core drivers of business growth and transformation
Added 2 hours ago
CF
Analyst, Equity Capital Markets
CI Financial
Toronto, ON
- Full-time
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently…
Added 3 hours ago
Senior Manager Development, Treasury Technology
Scotiabank
Toronto, ON
Act as a trusted advisor to Treasury Technology leadership and business stakeholders on technology strategy, platform modernization, risk management, and process optimization.
Added 3 hours ago
Senior Financial Advisor- Port Union Road & Fanfare Avenue
Scotiabank
Toronto, ON · West Hill, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 3 hours ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 3 hours ago
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Associate
RBC
Toronto, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 3 hours ago
R
Administrative Assistant
RBC
Toronto, ON
- Part-time
We are looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional…

HUB International

Client Care Representative - Personal Lines Retention Trainee

Chilliwack, BC, Canada

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Job details

Pay: The expected salary range for this position is $40,000.00 to $50,000.00 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.
Job type: Full-time
Posting language: English
Posted: Oct 29, 2026

Original job description

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Summary

Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!

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

Qualifications

Proactively engage with clients prior to their policy renewals to review existing coverage, identify potential gaps, and provide tailored insurance solutions to meet their evolving needs.
Build and nurture relationships with clients by offering exceptional service and ensuring their policies are up-to-date and accurately reflect their circumstances.
Generate and identify cross-sell opportunities by reviewing clients’ portfolios and recommending additional products or services that add value and enhance coverage.
Achieve retention goals and client satisfaction targets through diligent follow-up and personalized attention to renewal details.
Shadow experienced advisors to understand cross-sell opportunities and how to recommend products that add value to clients' portfolios.
Stay informed and knowledgeable about Personal Lines products, ensuring the ability to provide expert advice and solutions.

What you will bring to the role

Prior insurance experience is considered an asset but not required - we will train you!
General Insurance License is an asset but not required to be hired - we support licensing as part of your development.
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 considered an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)

Pay Transparency

The expected salary range for this position is $40,000.00 to $50,000.00 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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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More about this job

Responsibilities

You will proactively engage with clients to review insurance coverage, identify gaps, and provide tailored solutions to meet their needs. Additionally, you will focus on achieving retention goals and identifying cross-sell opportunities to enhance client portfolios.

Requirements

Prior insurance experience is considered an asset but is not required as training is provided. Candidates should possess strong communication skills, a keen eye for detail, and a proactive approach to delivering exceptional client service.

Skills

Client engagement
Insurance coverage review
Retention strategies
Cross-selling
Product knowledge
Communication skills
Attention to detail
Sales initiatives
Relationship building
Customer service

Benefits

Extended health benefits
Disability insurance
RRSP matching
Paid time off
Paid parental leave
Wellbeing program
Life insurance

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Personal Lines
Retention
Client Care
Risk Management
General Insurance License
CIP
CAIB
CRM
Policy Renewal
Cross-sell
Portfolio Management
Customer Service
Sales
Habitational Insurance
Automobile Insurance
Travel Insurance

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