At a Glance
- Tasks: Drive regional sales and support Advisors with investment solutions.
- Company: Join HUB Financial, a leading insurance brokerage in North America.
- Benefits: Enjoy competitive pay, flexible work, and comprehensive benefits.
- Other info: Diverse and inclusive workplace with opportunities for professional growth.
- Why this job: Make a real impact in wealth management while growing your career.
- Qualifications: Experience in finance, strong communication skills, and a positive attitude.
The predicted salary is between 65000 - 70000 $ per year.
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, all designed to streamline business processes and improve client outcomes.
We’re 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 You’ll 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 You’ll 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.
What’s 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.
Equality and Diversity
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've 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.
Compensation
The expected salary range for this position is $65,000 to $70,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
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.
Investment Specialist in London employer: HUB International
HUB International is an exceptional employer that prioritizes employee growth and satisfaction, making it an ideal place for the Vice President of Sales Focused on Client Solutions. With a supportive and vibrant work culture, employees are encouraged to innovate and collaborate, ensuring both personal and professional development. Located in a dynamic industry, HUB offers unique opportunities for leadership and strategic impact, fostering a sense of purpose and community among its team members.
