Investment Specialist

HUB International • Calgary, AB

23h • Hybrid

About The Position

We’re looking for a motivated and knowledgeable Investment Specialist to join our HUB Wealth Management team. Reporting to the Vice President 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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• Competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
• Flexible work arrangements and generous time off.
• Company matched RRSPs.
• HUB-sponsored training and development programs.
• Tuition reimbursement opportunities.
• Reimbursements for professional license fees and membership dues.
• Discounts on events, travel, accommodations, and personal home & auto insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree