Investment Specialist

Investment Specialist Hybrid

HUB Financial Inc. Calgary AB

HUB Financial a division of HUB International is one of North Americas leading insurance brokerages. Specializing in life insurance investments and wealth management we provide independent financial advisors with a wide range of products resources and tools to help them 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 advisors to grow their practices enhance their client service and deliver comprehensive financial solutions.

About The Role
Were looking for a motivated and knowledgeable Investment Specialist to join our HUB Wealth Management team. Reporting to the Vice President of Investments this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products.

As an Investment Specialist you will provide Advisors with strategic guidance on investment solutions share your expertise in segregated and mutual funds and contribute to their ongoing professional growth. Your ability to communicate effectively solve problems and deliver results will be instrumental in this position.

What Youll Do

• Driving regional sales in all lines of HUB Wealth Management products including Mutual Funds Segregated Funds and Fixed Income products.

• Be an expert on your Advisors to efficiently direct them to the right channels as needed.

• Assist Advisors in growing their investment block and provide support with portfolio solutions fund options and product analysis.

• Assist Advisors with their continuing education requirements.

• Any other assistance required to help advisors.

What Youll Need for Success

• Up to 5 years of relevant experience within the financial or banking sector.

• Advanced knowledge of segregated funds and mutual funds.

• A positive attitude strong desire to assist others intellectual curiosity and a track record of consistent performance.

• Excellent written and verbal communication skills.

• Strong problem-solving abilities with exceptional attention to detail.

• Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.

• Post-secondary education from an accredited university or college.

Whats in it for you

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

• Enjoy a competitive pay structure that includes incentives bonuses and more ways to increase your earnings.

• Balance your life with flexible work arrangements and generous time off.

• Benefit from a comprehensive package tailored to your needs including company matched RRSPs.

• Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.

• Rest easy with reimbursements for professional license fees and membership dues.

• Special perks including discounts on events travel accommodations and personal home & auto insurance.

At HUB we celebrate diversity equity and inclusion. We are committed to creating an environment where all our employees feel valued and this light weve designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.

For us service is not just a value; its our commitment. We uphold this commitment to our employees clients and communities. Each of our regional offices actively contributes to local causes making a difference where its needed most.

Why Choose HUB

When you choose HUB youre 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 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 19000 employees in offices located throughout North America HUBs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.

Were not just an insurance broker we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

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

AI Disclosure

AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates all decisions are made through human review.

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