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About the Role

We are seeking a motivated and knowledgeable Investment Specialist to join our HUB Wealth Management team. This role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products by providing strategic guidance on investment solutions and sharing expertise in segregated and mutual funds.

Responsibilities

• Drive regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.
• Act as an expert on 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.
• Provide any other assistance required to help advisors.

Requirements

• Up to 5 years of relevant experience within the financial or banking sector.
• A positive attitude, strong desire to assist others, intellectual curiosity, and a track record of consistent performance.
• Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.
• Up to 25% travel required.

Skills

• Advanced knowledge of segregated funds and mutual funds.
• Excellent written and verbal communication skills.
• Strong problem-solving abilities with exceptional attention to detail.

Location

• Southwest Ontario

Work Type

• Hybrid

Experience Level

• 2-5 years of relevant experience

Education Level

• Post-secondary education from an accredited university or college

Salary/Compensations

• $65,000 to $70,000

Benefits

• Competitive pay structure with incentives and bonuses.
• Flexible work arrangements and generous time off.
• Comprehensive benefits package including company-matched RRSPs.
• HUB-sponsored training and development programs.
• Tuition reimbursement opportunities.
• Reimbursements for professional license fees and membership dues.
• Special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
• Extended health benefits.
• Disability insurance.
• Paid-time-off benefits.
• Eligible bonuses.
• Commissions for some positions.

About the Company

• HUB Financial, a division of HUB International, is one of North America's 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.
• 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.
• We bring clarity to a changing world with tailored solutions and unrelenting advocacy.

Equal Opportunity

• At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered.
• 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.
• 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.