Concierge Service Case Manager

Concierge Service Case Manager (Hybrid)

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
The Concierge Service Case Manager serves as the dedicated single point of contact for a portfolio of HUB Financials’ High Net Worth Advisors, delivering white-glove, end-to-end case management support from application submission through to commission. Operat...