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 dynamic 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 career 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 AdvisorsRequirements:
- 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 requiredBring your investment acumen and problem-solving skills to enhance HUB Wealth Management’s success.#J-18808-Ljbffr

📌 Senior Investment Specialist At Hub (Calgary)
🏢 HUB International
📍 Calgary