Woodbridge, ON; Vancouver, BC; Calgary, AB; Winnipeg, MB; Montreal, QC

Transfer Specialist (Hybrid)

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 solid 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 Contracting and Transfer team.

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?

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.

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.

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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📌 Transfer Specialist (British Columbia)
🏢 HUB International Québec
📍 British Columbia