Senior Investment Consultant
Senior Investment Consultant
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Job Description
About The Role
Are you a driven investment professional ready to take your consulting career to the next level At HUB were looking for a Senior Investment Consultant who thrives on building relationships delivering trusted advice and growing their business in a collaborative client-focused environment.
This is more than just a sales role its an opportunity to partner with clients on long-term investment strategies backed by HUBs full suite of insurance and financial services. Youll be empowered to grow your network make a measurable impact and be rewarded for your performance with unlimited earning potential.
What Youll Do
- Develop and execute a personal sales strategy to drive new business and expand existing relationships.
- Serve as a trusted advisor to clients by understanding their investment goals and delivering high-quality customized consulting solutions.
- Lead client relationshipsfacilitating meetings managing expectations and ensuring the delivery of strategic recommendations.
- Educate and guide clients through complex investment decisions leveraging current trends and market insights.
- Stay on top of industry developments regulatory changes and investment innovations that may affect client outcomes.
- Mentor and support colleagues sharing expertise and fostering a collaborative high-performance team culture.
- Cross-sell HUB services by identifying opportunities for clients to benefit from additional lines of business.
- Prospect and build a robust sales funnel using your network research and outreach efforts.
- Accurately maintain client and sales activity records in our CORE sales system.
Qualifications and expertise that pave the way for Success
- Bachelors degree in Business Finance Economics or Accounting (or equivalent experience)
- Professional designation preferred: CFA CIPM (or working toward designation)
- Minimum 5 years of experience in investment consulting with exposure to complex institutional products
- Exceptional communication presentation and interpersonal skills confident speaking to senior stakeholders and large groups
- Proven ability to manage multiple priorities and deadlines in a fast-paced client-driven environment
- Strong analytical and problem-solving skills with a proactive solution-oriented mindset
- Passion for client service and a track record of delivering value-added insights and results
- Solid understanding of institutional investment vehicles and industry terminology
- Advanced proficiency with Microsoft Excel Word and Outlook
- Must hold a valid Ontario Drivers License and be able to travel to client meetings as required
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network powered by over 20000 dedicated professionals across 500 offices in North America sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision we invite you to explore: Advancement and Well-being: Our Priority
At HUB we place immense value on the well-being and professional development of our team. Heres what you can look forward to as part of the HUB Team:
- Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package including incentives bonuses and additional earning opportunities.
- Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Comprehensive Benefits: Access a robust benefits package including company-matched RRSPs designed to support you and your family.
- Professional Growth: Advance your career with HUB-sponsored training programs tuition reimbursement and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees reflecting our investment in your expertise.
- Exclusive Perks: Enjoy special discounts on events travel accommodations and personal home & auto insurance making your HUB experience even more rewarding
Culture and Belonging: Our Commitment
At HUB International we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process we encourage you to let us knowwere here to support you. At HUB building an inclusive workplace isnt just part of what we doits at the heart of who we are.
Service: Our Ethos
At HUB International service defines who we are. This dedication extends not only to our clients but also to our employees and the communities were proud to support. Our regional offices are actively engaged in local initiatives reflecting our commitment to giving back and making a meaningful difference.
When you join HUB youll find more than just a careeryoull become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.
Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Senior IC
Employment Type
Full-Time
