Advisor Experience Specialist

2 months ago

Woodbridge, Canada HUB International Full time

**Advisor Experience Specialist**

**HUB Financial**

At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products - it encompasses a culture that values collaboration, innovation, and continuous learning.

**The Opportunity**:
We are seeking a dynamic **Advisors Experience Specialist** to join our team. This individual will play a crucial role in onboarding and supporting new independent advisors, ensuring they are equipped with the knowledge and tools to succeed. The role requires a deep understanding of investment products, such as mutual funds and segregated funds, combined with excellent presentation and communication skills.

**A day in the life**:

- Facilitate a seamless onboarding experience for new independent advisors, introducing them to HUB’s suite of products, tools, and technologies.
- Provide training and support to ensure advisors are fully up-to-date on investment products, including mutual funds, segregated funds, and other financial products.
- Conduct engaging presentations and webinars to educate advisors on available software, tools, and technology systems.
- Act as a liaison between the advisor and various HUB departments to ensure smooth integration and ongoing support.
- Stay current with industry trends and technological advancements to provide relevant and timely updates to advisors.
- Develop strong, positive relationships with advisors, addressing their needs and supporting their success.
- Regularly evaluate advisor feedback to enhance the onboarding process and improve overall advisor satisfaction.
- Develop and maintain comprehensive training materials and guides to support advisor onboarding and ongoing education, ensuring advisors stay informed about industry changes, regulations, and procedures.
- Participate in both large and small projects as assigned, with a focus on the investment industry and initiatives aimed at enhancing the advisor experience.
- Other duties as assigned.

**Who you are**:

- Minimum 2-3 years in a related role, preferably within the financial services industry.
- Experience with mutual funds and/or segregated funds is essential.
- Familiarity with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc.) is an asset.
- Strong presentation and training skills, with a demonstrated ability to lead webinars or in-person sessions.
- Exceptional communication skills, both written and verbal.
- Proficiency with financial software and CRM systems; comfort with technology and digital tools.
- Proficient in MS 365: Word, Excel, PowerPoint, and Outlook, Adobe
- Experience with video platforms such as MS Team or Zoom
- Ability to work independently and collaboratively within a team environment.
- Strong organizational skills and attention to detail.
- Post-Secondary education and/or commensurate work experience**.** Relevant industry certifications are a plus (e.g., IFIC, CSC)

**We are Proud to Offer**:

- Customizable flexible benefits options for you and your family
- Company matching RRSP contributions
- Comprehensive tuition financing and career-related training and development
- We promote work-life balance through flexible scheduling and hours
- Mental and physical wellness initiatives
- Advancement opportunities
- HUB Cares: we are a company that gives back and is active in the community
- Learn more about HUB’s Culture & Value Here

**Working Conditions**:

- Normal office environment (Hybrid).

**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-EM

Department Office Administration & Clerical

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

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