Director, Digital Solutions (Hybrid)
HUB Financial - Woodbridge, ON

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 Director, Digital Solutions (DDS) supports HUB Financial and HUB Capital’s national technology initiatives in collaboration with the VP, Advisor Solutions. This role provides consultative guidance to advisors on technology applications, offering specialized training and education on HUB’s digital tools.

The DDS plays a key role in enhancing the advisor technology experience, ensuring seamless platform integration, security, and compliance. They provide thought leadership on technology in financial services, develop educational resources and training programs, and drive engagement with HUB’s digital solutions. Additionally, the DDS evaluates and implements innovative technology tools and oversees the onboarding of new partnerships to support advisors' business growth.
 

What You’ll Do

Promotion of Propel (powered by Life Design Analysis) will be a core focus.  Recruiting subscribers and presenting the benefits of the program including demonstrating the software application.

Provide advice and guidance to advisors on HUB technology solutions to enhance their business

Advise and educate advisors on minimum technology standards, business continuity planning and cyber security

Work closely with HUB technology partners to increase advisor engagement

Evaluate innovative technology to enhance HUB’s offering to advisors

Responsible for onboarding, promotion, and support of innovative technology vendor relationships

Complete regular technology partner reviews and monitor advisor engagement

Maintain the technology content on our HUBlink website

Responsible for thought leadership on HUB’s technology solutions

Promote education and awareness through training and presentations

Deliver educational events and training to advisors on HUB technology solutions and industry best practices (i.e., cybersecurity, CRM, MS 365, and other applications)

Collaborate with internal stakeholders to provide education, training and support to advisors and HUB employees (i.e., regional sales teams)

Continuous learning and participating in insurance and investment industry technology training to stay informed and educated on industry best business practices

What You’ll Need for Success

Post-secondary education within a relevant program (Business, Computer Science, Finance, Insurance, Information Systems).

Minimum of 2 years of relevant experience in the life insurance industry and/or technology support roles.

Competence in insurance product knowledge, insurance illustrations and concepts.

Certifications, such as LLQP (Life License Qualification Program) and/or CSC (Canadian Securities Course), are considered assets.

Strong understanding of current trends and emerging technologies within the insurance and finance industries, with the ability to translate these insights into practical applications for advisors and clients.

Demonstrated experience with technology applications in financial services and the brokerage market.

In-depth knowledge of CRM platforms, cybersecurity principles, financial planning software, and other relevant tools. (i.e., Power Apps, Power Automate, Power BI, MS 365, Dynamics 365, etc..)

Proven ability to advise and train on technology solutions in an advisory or consulting capacity.

Experience in training, development, and mentoring others.

Strong business development mindset with the ability to identify and execute on opportunities.

Proficiency in gathering and analyzing data on technology adoption and engagement to drive continuous improvements.

Project management experience in technology rollouts, training modules, or software implementations.

Excellent time management, organizational, and prioritization skills.

Outstanding presentation and communication skills.

Expert-level proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook).

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

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.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International  

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

 

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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Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)