Top Tech Jobs & Startup Jobs in Calgary

Drive growth by building advisor relationships, recommending insurance and investment solutions, using illustration platforms (Propel), promoting HUB tools and campaigns, reviewing cases, and staying current with carrier training.

The Transfer Specialist manages advisor block transfers, ensuring timely updates of policies and close collaboration with brokers and insurance carriers. Responsibilities include processing agreements, maintaining records, and resolving discrepancies, while supporting the broader contracting team with project work.

The Investment Specialist drives regional sales of wealth management products, guides advisors on investment solutions, and supports their professional growth by providing expertise in funds and portfolio solutions.

The Account Manager assists with client retention, provides exceptional service, manages a book of business, and mentors junior staff, growing responsibilities over time.