Investment Specialist

Position Summary

The purpose of this position is to educate and support advisors in the growth of their wealth management practice. This position provides advisors with the necessary tools and knowledge to do their job more efficiently and effectively.

Principle Duties and Responsibilities (Essential Functions)

• Drive regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.
• Be an expert on your advisor to efficiently direct them to the right channels as needed.
• Assist advisors in growing their investment block.
• Assist advisors with portfolio solutions, fund options, and product analysis.
• Assist advisors with their continuing education requirements.
• Any other assistance required to help advisors.

Knowledge, Skills and Abilities

• Advanced knowledge of segregated and mutual funds.
• Post-secondary education obtained at a credited university.
• Up to five years related experience.
• Proficiency in typing and working with computer applications, including MS suite.
• Demonstrated ability to communicate effectively (written and verbal).
• Strong attention to detail and ability to problem solve.
• Ability to work efficiently and effectively, utilizing good time management skills.
• Demonstrated working knowledge of competition and trends in the industry.

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.