Investment Specialist

HUB International

Southwest Ontario, Canada
Base: $60,000 to $65,000; bonus/equity: incentives...
Hybrid
5 years relevant financial experience
Advanced knowledge of segregated funds
Expertise in mutual funds and fixed income
This role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products including Mutual Funds and Segregated Funds

Job Summary

  • This role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products including Mutual Funds and Segregated Funds.
  • The company offers a competitive pay structure with incentives, bonuses, and comprehensive benefits including company-matched RRSPs.
  • HUB Financial empowers advisors to grow their practices by providing access to top-tier insurance solutions and cutting-edge technology platforms.

Matching Summary

This role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products including Mutual Funds and Segregated Funds.

Salary

Base: $60,000 to $65,000; Bonus/Equity: Incentives, bonuses, commissions; Benefits: Company matched RRSPs, extended health, paid time off

Skills & Requirements

Must-have

  • 5 years relevant financial experience
  • Advanced knowledge of segregated funds
  • Expertise in mutual funds and fixed income
  • Strong written and verbal communication skills

Nice-to-have

  • Positive attitude and desire to assist others
  • Intellectual curiosity and problem-solving abilities
  • Track record of consistent performance
  • Proficiency in Microsoft Office Suite

Key Requirements

  • Up to 5 years of relevant experience within the financial or banking sector
  • Post-secondary education from an accredited university or college

Work Rights

Not specified

Tailored Resume

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