About this role
Private Client Advisor at Summit. Location: Kelowna or Winnipeg. Role: advising clients, managing policies, growing business Requirements: Level 2 insurance license (CAIB 1-3) required, RIBO required or obtained within 3 months, personal lines experience and high-net-worth experience preferred, familiarity with Hubspot or Acturis. Category: Sales Seniority: Entry Level Tools: Hubspot, Acturis Certifications: caib 1, caib 2, caib 3, ribo Commitment: Full Time Workplace: Hybrid Languages: English