More jobs:
Investment Specialist
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-02
Listing for:
HUB International
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
* Hub Financial - Southwest Ontario
* 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.
* 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.
* 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
Up to 5 years of relevant experience within the financial or banking sector. Your well-being is our priority, and we back this up with a wealth of benefits:
The expected salary range for this position is $60,000 to $65,000 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. 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 .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
* * 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. If you’re interested in learning how you can grow your career at HUB, visit our 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…
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