Investment Specialist

5 days ago

Vancouver, Canada HUB International Full time

**HUB Financial**:

- Investment Specialist, Western Canada _

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. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

**About The Role**
We’re looking for a motivated and knowledgeable **Investment Specialist** to join our growing HUB Wealth Management team. Reporting to the Director 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.

For us, service is not just a value; it's 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 it's needed most.

**Compensation**

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

**Why Choose HUB?**

**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.

LI-hybrid

LI-EM

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: College diploma (3-year degree)

  • Investment Analyst

    3 months ago

    Vancouver, Canada InBC Investment Corp Full time

    **Investment Analyst** **About InBC** InBC Investment Corp. (InBC) is a strategic investment fund created by the Government of British Columbia with $500 million to invest in growing companies and venture funds to benefit the people of British Columbia. With a triple bottom line mandate to value people, planet and profit, we are investing to generate...

  • Investment Management Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About UsConnor, Clark & Lunn Investment Management is a global institutional asset management firm that offers a range of investment solutions.OverviewWe manage a broad portfolio of investment products, including traditional mandates and alternative strategies. Our team of experienced professionals provides superior performance and service to our clients.Job...

  • Strategic Investment Technology Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About CC&L Investment ManagementEstablished in 1982, we are a global institutional asset management firm based in Vancouver, Canada. Our team of investment professionals manages a range of solutions including traditional mandates and alternative strategies.Salary & BenefitsWe offer a competitive salary range of $90,000 – $200,000 annually plus a...

  • Investment Specialist Administrative Assistant

    6 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 182302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** As a Scotiabank **Investment Specialist **Administrative Assistant, **you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business...

  • Investment Specialist Administrative Assistant

    5 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 161305 Join the Global Community of Scotiabankers to help customers become better off. **#LI-Remote, #LI-Hybrid** As a Scotiabank **Investment Specialist Administrative Assistant,** you will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target...

  • Investment Specialist, Investorline

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Summary:We are seeking a skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects. You will advise customers on wealth and investment strategies and products that meet their objectives and fulfill sales and...

  • Investment Specialist, Administrative Assistant

    3 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 200328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...

  • Investment Specialist, Administrative Assistant

    2 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 208938 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...

  • Corporate Investment Banking Specialist

    1 month ago

    Vancouver, British Columbia, Canada beBee Professionals Full time

    We are seeking a Corporate Investment Banking Specialist to provide financial advice to corporate clients. The successful candidate will be responsible for providing mergers and acquisitions, capital raising, and other corporate finance activities. The ideal candidate should have a Bachelor's degree in finance, accounting, economics, or a related field, as...

  • Investment Reporting Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    Role SummaryNicola Wealth is seeking an experienced Investment Reporting Specialist to join our team. As a key member of our operations department, you will play a crucial role in ensuring timely and accurate delivery of client reports.About the RoleThis is an exciting opportunity to work with a growing team responsible for investment reporting. The...

  • Investment Professional

    3 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Title: Investment SpecialistJob Summary:We are seeking a skilled Investment Specialist to join our team at BMO. As a key member of our sales and service team, you will be responsible for providing exceptional customer service and business solutions to our clients. Key Responsibilities:Provide professional quality sales and service for customer inquiries,...

  • Data Analyst

    3 days ago

    Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

    About UsOrbis Investment Management Limited is a global investment management firm committed to delivering exceptional returns to our clients. We pride ourselves on our strong culture, autonomy, and growth opportunities.Salary and BenefitsThe estimated annual base salary for this position is between $65,000 and $75,000, excluding benefits. The total...

  • Culinary Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada GSJ INVESTMENT INC Full time

    About GSJ Investment Inc.GSJ Investment Inc. is a leading organization seeking a skilled Culinary Specialist to join our team. As a valued member, you will be responsible for planning and executing menus, supervising kitchen staff, and maintaining inventory.SalaryThe estimated salary for this position is $60,000 per year, based on industry standards and...

  • Client Insights Specialist

    1 month ago

    Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

    About the RoleWe are seeking a highly analytical and detail-oriented individual to join our Client Insights & Analytics team at Orbis Investment Management Limited. As a key member of our team, you will be responsible for analyzing data and reporting insights on our investment portfolios, performance, and holdings to our global client base.Key...

  • Investment Specialist Associate

    6 months ago

    North Vancouver, Canada Scotiabank Full time

    Requisition ID: 165947 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Investment Product Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Hub Capital Inc. Full time

    About the Opportunity:The Investment Product Specialist will play a pivotal role in delivering exceptional client service to our advisors. This individual will work closely with the National Investments team, ensuring seamless account updates and openings, processing business transactions, and liaising with carriers and fund companies.A Day in the...

  • Financial Planner/Investment Specialist

    3 months ago

    North Vancouver, Canada Scotiabank Full time

    p>As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence...

  • Investment Business Development Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    We are seeking a highly skilled Investment Business Development Specialist to join our team at Scotiabank.About the RoleThis is a mobile role that requires frequent travel, with locations in North Vancouver and West Vancouver. The ideal candidate will have 3 years of experience in financial planning and investment sales, with a strong background in mutual...

  • Investment Specialist, Mutual Funds

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and experienced Investment Specialist, Mutual Funds to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for providing exceptional customer service and sales support to our clients.Key Responsibilities:Provide expert advice and guidance to clients on investment...

  • Investment Operations Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada CWB Full time

    Job OverviewCWB Trust Services is seeking a highly motivated and detail-oriented Investment Operations Specialist to join our Securities team. This role will be responsible for processing equity and fixed income trades, mutual funds, pooled funds, GICs, corporate actions, and reconciliations in a fast-paced environment.