About The Role

We’re looking for a motivated and knowledgeable Investment Specialist to join our HUB Wealth Management team. Reporting to the Vice President of Investments, 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. Your ability to communicate effectively, solve problems, and deliver results will be instrumental in this position.

What You’ll Do

- 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 You’ll Need for Success

- Up to 5 years of relevant experience within the financial or banking sector.
- Advanced knowledge of segregated funds and mutual funds.
- A positive attitude, strong desire to assist others, intellectual curiosity, and a track record of consistent performance.
- Excellent written and verbal communication skills.
- Strong problem-solving abilities with exceptional attention to detail.
- Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.
- Post‑secondary education from an accredited university or college.
- Required Experience: 2-5 years of relevant experience
- Required Travel: Negligible

What’s in it for you?

Your well‑being is our priority,



and we back this up with a wealth of benefits:

- Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
- Balance your life with versatile work arrangements and generous time off.
- Benefit from a comprehensive package tailored to your needs, including company matched RRSPs.
- Invest in your future with HUB‑sponsored training and development programs.
- We even offer tuition reimbursement opportunities.
- Rest easy with reimbursements for professional license fees and membership dues.
- Special perks including discounts on events, travel, accommodations, and personal home & auto insurance.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities.

For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.

To read more about HUB, please visit

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full‑service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

We endeavor to make this website accessible to any and all users.

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📌 Investment Specialist (Calgary)
🏢 HUB International
📍 Calgary