Investment Specialist

Position Summary

HUB Financial, Canada's largest Life Insurance Managing General Agency is looking for a strong Investment Specialist to support our Atlantic Region based out of our Dartmouth, Nova Scotia office. This role will report to our Vice President, Wealth Management Division in our Woodbridge, ON Corporate Head Office. This role will support current advisors through education and business building using Mutual Funds, Segregated Fund, GIA's and Annuities. The Investment Specialist will also be involved in recruiting and prospecting new advisors. This is an ideal role for a strong investment subject matter expert who is well networked with advisors and wants to work for a leading MGA offering investment products.

Key Responsibilities:

  • Stimulates broker investment production through product positioning, portfolio guidance, investment selection
  • Knowledgeable with Segregated Funds, Mutual Funds, GIC's and pay-out annuities
  • Supports broker sales efforts by providing technical support, product education, investment council and guidance
  • Provides illustrations, quotes and projections for annuity, variable, or other investment types with supporting context and sales positioning
  • Grows investment production through introducing investment opportunities to traditional Life brokers
  • Educates brokers on HUB's services, value and offering pertaining to investment production
  • Trains brokers on HUB website and back-office platforms and "sell" the value of HUB's technology
  • Trains brokers on the use of Repvision (HUB back office) and how to place trades
  • Markets and promotes events held by HUB for brokers and to act as "host" at seminars
  • Builds and enhances new and existing broker relationships
  • Ensures the broker is current and up to date with supplies, software and materials
  • Identifies opportunities to bring new brokers to HUB Financial and/or HUB Capital

Qualifications & Experience:

  • Bachelor's Degree or College Diploma or equivalent work experience
  • Completed or working towards LLQP or IFIC certification
  • 2-5 years industry experience; specially with mutual and segregated fund background
  • Self-starter and ability to work independently and in a team
  • Professional with a proactive business approach and strong relationship management skills
  • Strong presentation skills
  • Ability to travel within Nova Scotia and other Atlantic Provinces

HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

  • LI-JM1

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