Become an integral part of HUB Wealth Management as an Investment Specialist. In this role, you'll support Advisors with strategic investment guidance and drive regional sales of wealth management products. This pivotal position reports to the Vice President of Investments and requires up to five years of relevant experience in the financial sector. Key expertise in segregated and mutual funds is essential.

Your role will involve assisting Advisors in portfolio solutions, fund options, and continuing education, making your communication and problem-solving skills vital for success. Key Responsibilities:

- Drive regional sales of HUB Wealth Management products
- Guide Advisors on the best channels for their needs
- Support Advisors in growing their investment blocks
- Assist with portfolio solutions and product analysis
- Facilitate continuing education for Advisors

Requirements:

- Up to 5 years of experience in finance or banking
- Advanced knowledge of mutual and segregated funds
- Robust problem-solving and communication skills
- Proficiency in Microsoft Office Suite
- Post-secondary education from an accredited institution

Leverage your investment expertise and support Advisor growth at HUB Wealth Management.

📌 Investment Specialist at HUB Wealth Management (Calgary)
🏢 HUB International
📍 Calgary