Investment Specialist
3 weeks ago
**About us**
HUB Financial is a wholly owned subsidiary of HUB International - a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world..
Our work environment includes:
- Modern office setting
- Work-from-home days
- Growth opportunities
- Wellness programs
**Investment Specialist., GTA - **_**Hybrid Work Schedule**_
Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in our Woodbridge office for you We have built a culture at HUB that is focused on helping our clients grow their business, and developing our employees grow their careers.
The Investment Specialist role offers a wide variety of responsibilities and the opportunity to build strong relationships with our clients (Advisors) through seamless customer service and first-class support. If this opportunity intrigues you, keep reading for more details about the role
**What’s it like working here**:
- A positive, inclusive, and fun environment where we value diversity
- We are a results’ driven organization where everyone contributes
- Your effort and attitude matter
- You will be relied upon and trusted
- You will learn and grow (we will help bring out the best in you and yes, you are allowed to make mistakes)
- Like your peers, you will be polished, professional, and fun to be around
**What we need you to do**:
Reporting directly to the VP, Investment Sales you will support our winning team in the Ontario Region by:
- 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 it will take to do good work at HUB**:
- A great attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
- Advanced knowledge of Segregated and Mutual Funds
- Clear written and oral communication skills
- Problem-solving skills and great attention to detail
- Practical experience with MS Office Suite & most online meeting platforms
- Although you do not require the completion of a post-secondary education, it will help your growth if you have a college diploma or university degree
- Post-secondary education obtained at a credited university.
- Up to five years related experience.
**Working Conditions**
- Normal office environment and/or Hybrid Work-from-Home
HUB Financial is a wholly owned subsidiary of HUB International - a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.
**Job Types**: Full-time, Permanent
**Benefits**:
- Automobile allowance
- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
**Education**:
- Secondary School (preferred)
Work Location: Hybrid remote in WOODBRIDGE, ON
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