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 Life:



  • Process incoming mutual and segregated fund trades, including new account opening, non-financial trades, and investment transfers as required.
  • Ensure accurate and timely processing of transactions.
  • Identify and correct transaction errors promptly.
  • Respond to incoming advisor inquiries promptly.
  • Liaise with carriers and fund companies on behalf of advisors.
  • Perform other duties as assigned.

About You:



  • Possess a positive attitude, a continuous willingness to assist others, curiosity, and the capability to maintain consistent results.
  • Minimum requirement of a High School Diploma, with post-Secondary education preferred.
  • Prior experience in the investment industry is preferred.
  • Previous administrative experience is desirable.
  • Proficiency in typing and utilizing computer applications, including the MS Office suite.
  • Demonstrated ability to communicate effectively both in written and verbal forms.
  • Strong attention to detail and excellent problem-solving abilities.
  • Excellent time management skills.

We Offer:



  • Customizable flexible benefits options for you and your family.
  • Company matching RRSP contributions.
  • Comprehensive tuition financing and career-related training and development.
  • Flexible scheduling and hours to promote work-life balance.
  • Mental and physical wellness initiatives.
  • Advancement opportunities within the company.
  • HUB Cares: we are a company that gives back and is active in the community.

Compensation and Benefits:


The expected salary range for this position is $47,000 to $50,000 annually, based on factors such as the successful candidate's skills, experience, and working location. Comprehensive benefit and total compensation packages include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses and commissions for some positions.


About HUB Capital Inc.:


Headquartered in Chicago, Illinois, HUB Capital Inc. 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.

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