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Technology Product Management Lead Business Analyst Vice President
Citi
Mississauga, ON
- Full-time
…organization works in partnership with data clients across global business lines, deploying solutions to increase competitiveness through restructuring business processes, simplifying…
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Accounts Manager (Outside Sales Representative)
Battlefield Equipment Rentals
ON · Stoney Creek, ON
- Full-time
…develop, maintain, and grow the relationships that drive our business forward. If you are customer‑focused, relationship‑driven, and thrive in a fast‑paced sales environment, then we want…
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Advisory Agent, Member and Client Experience
Desjardins
Trois-Rivières, QC
- Full-time
…attentive to their needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized…
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Programmer analyst, System and infrastructure operations, maintenance and development
Desjardins
Levis, QC · Montreal, QC
- Full-time
Cocreate with business partners and architects to get a complete understanding of business intentions and objectives to standardize solutions accordingly.
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Advisor, Securities
Desjardins
Mascouche, QC
- Full-time
You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized…
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VA
Component Services Repair Administrator (Temporary)
Voyageur Aviation
North Bay, ON
- Full-time
College diploma or equivalent education in Aircraft Maintenance, Engineering, Technology, Business, or a related field.
Added 1 min ago
CG
Sales Support Coordinator
Capital Group
Toronto, ON
- Full-time
Track and monitor expenses and business promotional activities in a timely and accurate manner, ensuring all expenses and activities comply with company policies and industry regulations.
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Banking Centre Leader I
CIBC
Vineland, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
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Banking Centre Leader - Vaudreuil
CIBC
Vaudreuil-Dorion, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
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Mobile Mortgage Advisor - (Commission Only) - Calgary
CIBC
Calgary, AB
- Full-time
You’ll be joining CIBC’s Personal and Small Business Banking team. You’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile…
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Consultant, Procurement
CIBC
Toronto, ON
- Full-time
Client Engagement & Relationship Management – Help clients meet their business goals by providing better service and value. Focus on each client experience and make every interaction…
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Client service representative - Part-time (15 hours/week) - Bilingual
CIBC
Campbellton, NB
- Part-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day…
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Aftermarket Sales Representative – Power & Energy
Caterpillar Inc.
Woodbridge, ON
…customer needs and satisfaction as primary considerations in all business decisions and ability to leverage that information in creating customized customer…
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Data Analyst
Canadian Tire Corporation
Laval, QC
- Full-time
…extraction initiatives from our various systems, validation with business departments for ad hoc analysis requests and project…
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Senior Compliance Security Specialist
Canadian Tire Corporation
Oakville, ON
- Full-time
…documenting identified risk for presentation and approval from business and leadership as…
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Senior Interior Designer
BGIS
Ottawa, ON
- Full-time
…support of annual planning and in response to client on-demand business needs. The Senior Interior Designer works with internal BGIS staff as well as client and external consultants, as…
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M
Quality Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…client-facing platforms and technologies to provide customers and business partners with secure, dynamic, and efficient applications. We are looking for a Quality Engineer who is curious…
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Hardware Manager
Co-op
Bonnyville, AB
- Full-time
Lakeland Co-op does business differently. As a co-operative, we believe in working together to serve Western Canadians, delivering profits back to our communities and investing in…
Added 8 mins ago
Area Sales Manager - Water & Wastewater - Ontario
KSB Company
Mississauga, ON
Grow market share through strategic account planning, competitive replacement opportunities, and value-based positioning of KSB solutions.
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Supervisor, Collections (Temporary)
Hydro Ottawa
Ottawa, ON
- Full-time
Carry out research and analysis to recommend enhanced programs, procedures, solutions and policies to increase productivity, gain efficiencies, improve service offered to customers, and to…
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Specialist - Digital Marketing (12-month contract)
EECOL
Calgary, AB
- Full-time
Hybrid – 2-3 days in office (Sundance SE business park). Rotating set schedule (TT then MWF), 2-3 days remote.
Added 8 mins ago
FB
Loan Consultant
Fairstone Bank
Penticton, BC
- Full-time
…financing, personal loans and digital lending - we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy…
Added 8 mins ago
FB
Loan Consultant
Fairstone Bank
Peace River, AB
- Full-time
…financing, personal loans and digital lending - we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy…
Added 8 mins ago
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Principal Technical Consultant, Terrestrial Ecology
ERM
Calgary, AB · Vancouver, BC · Saskatoon, SK
- $117,800 to $147,300 CAD / year
- Full-time
Your expertise will help clients understand environmental risks, meet regulatory requirements, and develop practical solutions that protect ecological values while enabling sustainable…
Added 8 mins ago
PC
Security Officer
Playtime Casino
Wasaga Beach, ON
- Part-time
Sensitive in dealing with people and proactive in providing solutions.

HUB International

Transfer Specialist

Calgary, AB, Canada
Vancouver, BC, Canada
Winnipeg, MB, Canada
London, ON, Canada
Toronto, ON, Canada
Woodbridge, ON, Canada

The expected salary range for this position is $45,000 to $50,000 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. · Full-time

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Job details

Pay: The expected salary range for this position is $45,000 to $50,000 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.
Job type: Full-time
Posting language: English
Posted: Oct 19, 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.

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
In this role, you will be responsible for managing advisor block transfers and ensuring client policies reflect accurate and timely updates of servicing and commissionable broker changes. You will serve as a key liaison between brokers and insurance carriers, maintaining strong relationships to facilitate smooth transfer workflows. This includes preparing and submitting transfer documentation, maintaining broker and block transfer records in WealthServ, and resolving discrepancies through thorough investigation. You will also contribute to ongoing projects that support the broader Licensed Inforce and Reassignments team.

Still interested? See more details below.

What You’ll Do

Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes reflecting the advisor and MGA changes
Establish and maintain strong working relationships with insurance companies and work in partnership with them to facilitate timely processing of transfer requests
Maintain accurate and up-to-date broker and block transfer information in WealthServ
Follow up consistently with carriers to ensure transfer requests are completed within the required timelines
Obtain client listings from insurance companies as required to complete investigations or block transfers.
Prepare and submit transfer forms to brokers and insurance companies
Support transfer investigations and resolve discrepancies as they arise
Participate in project work

What You’ll Need for Success

A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
Strong attention to detail with a commitment to data accuracy
Proven ability to manage multiple priorities and follow through on commitments
A collaborative mindset and comfort building relationships with internal and external partners
Effective interpersonal and communication skills (verbal and written)
Intermediate knowledge of MS Word and Excel & most online meeting platforms

Experience in financial services, insurance, or MGA operations is an asset
Experience in contracting and block transfers is an asset
Experience using APEXA and WealthServ is an asset

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.

Compensation
The expected salary range for this position is $45,000 to $50,000 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.

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

About 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.

AI Disclosure

AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates - all decisions are made through human review.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

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
Inserted bullet information here

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

The Transfer Specialist manages advisor block transfers and ensures client policies reflect accurate updates regarding servicing and commissionable broker changes. They act as a liaison between brokers and insurance carriers to facilitate smooth workflows and resolve discrepancies.

Requirements

The ideal candidate possesses strong attention to detail, effective communication skills, and the ability to manage multiple priorities. Experience in financial services, insurance operations, or using platforms like WealthServ and APEXA is considered an asset.

Skills

Data accuracy
Attention to detail
Relationship management
Communication skills
Interpersonal skills
MS Word
MS Excel
WealthServ
APEXA
Financial services
Insurance operations
Block transfers
Contracting
Project management
Problem solving

Benefits

Competitive compensation
Incentives
Bonuses
Flexible work arrangements
Generous time off
Company-matched RRSPs
Sponsored training and development programs
Tuition reimbursement
Professional license fee coverage
Membership dues coverage
Discounts on events
Travel discounts
Accommodation discounts
Personal home and auto insurance discounts
Extended health benefits
Disability insurance
Paid parental leave
Wellbeing program

Visa sponsorship

Not detected in the job text

Keywords

Transfer Specialist
Insurance
Wealth Management
MGA
WealthServ
APEXA
Block Transfers
Broker Relations
Commission
Financial Services
Data Accuracy
Project Work
MS Office
Hybrid
Risk Management
Client Service
Operations
Contracting
Insurance Carriers
Compliance

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