HUB Investment Specialist

Position: HUB Investment Specialist Hybrid Role
Become a pivotal part of HUB Financial's Wealth Management team as an Investment Specialist in a hybrid model. Leverage your investment knowledge to support advisors and drive regional sales effectively.

This role offers you the opportunity to contribute significantly as an Investment Specialist, reporting to the Vice President of Investments. You will drive sales across various HUB Wealth Management products including Mutual and Segregated Funds. The position also involves assisting advisors in portfolio solutions, product analysis, and fulfilling continuing education requirements.

Key Responsibilities:

• Drive regional sales of HUB Wealth Management products

• Guide advisors on the right channels and resources

• Support advisors in growing their investment block

• Assist with advisors' educational requirements

• Provide general help to enhance advisor performance

Requirements:

• Up to 5 years of experience in finance or banking

• Advanced knowledge of mutual and segregated funds

• Strong communication and problem-solving skills

• Proficient in Microsoft Office Suite

• Post-secondary education from an accredited institution

Utilize your expertise in investments and advisor support to thrive at HUB Financial in Southwest Ontario.
#J-18808-Ljbffr