Investment Specialist

HUB International; London; Hybrid; CAD 65,000 - 70,000; Full time

Benefits offered by this job

RRSP matching

Tuition reimbursement

Flexible work arrangements

Performance bonuses

Job summary

HUB Financial, a division of HUB International, is seeking an Investment Specialist to join HUB Wealth Management on a Hybrid basis in Canada. You will drive regional sales of wealth management products and provide strategic guidance to Advisors on segregated and mutual funds.

Reporting to the VP of Investments, you will support Advisors with portfolio solutions, growth strategies, and ongoing education needs while leveraging your strong communication and problem-solving skills to deliver

Qualifications

• Up to 5 years of relevant experience in financial or banking sectors.
• Advanced knowledge of segregated funds and mutual funds.
• Positive attitude, desire to assist others, intellectual curiosity, and consistent performance.
• Excellent written and verbal communication skills.
• Strong problem-solving abilities with attention to detail.
• Proficiency with Microsoft Office and familiarity with online meeting platforms.
• Post-secondary education from an accredited university or college.

Responsibilities

• Driving regional sales in 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.
• Any other assistance required to help advisors.

Skills

Segregated funds expertise

Mutual funds expertise

Communication skills

Problem-solving

Microsoft Office

Online meeting platforms

Education

Post-secondary education

Tools

Microsoft Office Suite

Online meeting platforms

Job description

Investment Specialist (Hybrid) Hub Financial

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.

Equality and Diversity

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.

Compensation

The expected salary range for this position is $65,000 to $70,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

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, please 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.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities. HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

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.

AI Disclosure

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.

Contact Information for Accessibility

If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.