Investment Specialist

HUB International; Calgary; Hybrid; CAD 70,000 - 105,000; Full time

Benefits offered by this job

Incentives & bonuses

Flexible scheduling

RRSP matching

Training programs

Tuition reimbursement

License fees reimbursements

Travel and event discounts

Job summary

HUB Financial Inc., a division of HUB International, is seeking an Investment Specialist to join HUB Wealth Management in Calgary, AB. The role focuses on supporting Advisors with strategic investment solutions and driving regional sales of wealth management products.

Reporting to the Vice President of Investments, you will leverage your knowledge of mutual and segregated funds to guide Advisors and contribute to their ongoing professional growth while delivering strong client outcomes.

Qualifications

• 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.

Responsibilities

• Drive regional sales of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.
• Be an expert on 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.
• Provide any other assistance required to help Advisors.

Skills

Financial services experience

Mutual funds knowledge

Segregated funds knowledge

Communication skills

Problem solving

Microsoft Office

Education

Post-secondary education

Tools

Microsoft Office Suite

Online meeting platforms

Job description

Investment Specialist, Hybrid HUB Financial Inc., Calgary, AB 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 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.

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.

At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment. 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.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities.

To read more about HUB, visit https://www.hubinternational.com/en-CA/about-us/.

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. We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

AI Disclosure

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates - all decisions are made through human review.

Department Sales

Required Experience: 2-5 years of relevant experience.

Required Travel: Negligible.

We endeavor to make this website accessible to any and all users. HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.