Investment Specialist

14 hours 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)

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