Senior Investment Specialist at HUB (Calgary)

Senior Investment Specialist at HUB (Calgary)

16 Sep
|
HUB International
|
Calgary

16 Sep

HUB International

Calgary

Take your financial career to the next level with HUB International as a Senior Investment Specialist. This role is key in assisting Advisors and promoting HUB Wealth Management products. As part of a agile team, you will report directly to the Vice President of Investments and play a crucial role in driving regional investment sales.

You’ll provide strategic direction to Advisors focused on segregated and mutual funds while fostering their professional development through continuous education and support. Key Responsibilities:

- Lead regional sales efforts for investment products
- Act as an expert resource for Advisors
- Provide solutions for portfolio growth and analysis
- Assist Advisors in fulfilling educational requirements
- Offer comprehensive support as requested by Advisors Requirements:
- 2-5 years within the financial or banking industry
- Advanced understanding of mutual and segregated funds
- Excellent communication and detail-oriented skills
- Proficiency in Microsoft Office applications
- Accredited post-secondary education required Bring your investment acumen and problem-solving skills to enhance HUB Wealth Management’s success.

📌 Senior Investment Specialist at HUB (Calgary)
🏢 HUB International
📍 Calgary

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