HUB Wealth Management Investment Expert

Enhance your career in finance with HUB Wealth Management as an Investment Specialist. This role focuses on supporting Advisors and driving the sales of investment products throughout the region.

Reporting to the Vice President of Investments, you will leverage your experience and knowledge of segregated and mutual funds. The position involves guiding Advisors efficiently, providing portfolio solutions, and ensuring they meet their continuing education needs. Your contributions will drive growth and success for both HUB and its clients.

Key Responsibilities:

• Drive sales across HUB Wealth Management products

• Direct Advisors to appropriate resource channels

• Support Advisors with portfolio options and analysis

• Aid in achieving Advisors' continuing education goals

• Provide additional assistance to Advisors as needed

Requirements:

• Experience of 2-5 years in financial services

• Expertise in segregated and mutual funds

• Strong attention to detail and problem-solving abilities

• Excellent verbal and written communication skills

• Relevant post-secondary education

Support Advisor growth while advancing your career at HUB Wealth Management.
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