Investment Specialist Calgary, AB
Investment Specialist (12-Month Contract) – Hybrid Work Schedule
Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening for you! We have built a culture at HUB that is focused on helping our clients grow their business, and developing our employees grow their careers.
The Investment Specialist role offers a wide variety of responsibilities and the opportunity to build strong relationships with our clients (Advisors) through seamless customer service and first-class support. If this opportunity intrigues you, keep reading for more details about the role!
What’s it like working here:
A positive, inclusive, and fun environment where we value diversity
We are a results’ driven organization where everyone contributes
Your effort and attitude matter
You will be relied upon and trusted
You will learn and grow (we will help bring out the best in you and yes, you are allowed to make mistakes)
Like your peers, you will be polished, professional, and fun to be around
What we need you to do:
Reporting directly to the Vice President, Investment Division you will support our winning team in the Region by:
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 it will take to do good work at HUB: **
A great attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
Advanced knowledge of Segregated and Mutual Funds
Clear written and oral communication skills
Problem-solving skills and great attention to detail
Practical experience with MS Office Suite & most online meeting platforms
Although you do not require the completion of a post-secondary education, it will help your growth if you have a college diploma or university degree
Post-secondary education obtained at a credited university.
Up to five years related experience.
- Normal office environment and/or Hybrid Work-from-Home
HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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.