Investment Specialist

HUB International

London, United Kingdom
Base: $60,000 to $65,000; bonus/equity: incentives...
On-site
Expertise in segregated and mutual funds
Driving regional sales of hub wealth management products
Support advisors with portfolio solutions
This role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products

Job Summary

  • 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.
  • Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings, along with flexible work arrangements and generous time off.

Matching Summary

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

Salary

Base: $60,000 to $65,000; Bonus/Equity: Incentives, bonuses, and commissions; Benefits: Extended health benefits, disability insurance, RRSP matching, paid-time-off benefits

Skills & Requirements

Must-have

  • Expertise in segregated and mutual funds
  • Driving regional sales of HUB Wealth Management products
  • Support Advisors with portfolio solutions
  • Proficiency in Microsoft Office Suite

Nice-to-have

  • Strong desire to assist others
  • Intellectual curiosity
  • Familiarity with online meeting platforms

Key Requirements

  • Up to 5 years of relevant experience
  • Post-secondary education

Work Rights

Not specified

Tailored Resume

Cover Letter