Coordinate advisor block transfers for Hub Financial from Woodbridge, Vancouver, Calgary, Winnipeg, or Montreal in a hybrid work model.As a Transfer Specialist, you will ensure client policies reflect accurate servicing and commissionable broker changes. You will liaise with brokers and insurance carriers, prepare transfer forms, maintain WealthServ records, and investigate discrepancies. Financial services, insurance, MGA operations, contracting, block transfer, APEXA,



and WealthServ experience are assets.Key Responsibilities:Prepare and submit transfer forms to brokers and insurersProcess reassignment and Buy/Sell transfer documentation accuratelyMaintain current broker and block transfer informationObtain insurer client listings for investigations and transfersParticipate in Contracting and Transfer team projectsRequirements:Positive attitude, curiosity, and desire to help othersCollaborative approach with internal and external partnersAbility to manage multiple priorities and commitmentsFinancial services, insurance, or MGA operations experience is advantageousAPEXA and WealthServ experience is advantageousBring relationship-building, documentation, and investigation skills to advisor transfer workflows serving independent financial advisors.

📌 Advisor Block Transfer Coordinator (Vaughan)
🏢 019984 Hub Financial
📍 Vaughan