Investment Specialist

Hub Financial, Canada's largest Life Insurance Managing General Agency, supports Life Insurance, Investment, and Mutual Fund Advisors across Canada. We are currently looking for an Investment Specialist to work out of our Winnipeg office. The purpose of this position is to educate and support advisors in the growth of their wealth management practice. You will provide advisors with the necessary tools and knowledge to do their job more efficiently.
Principle Duties and Responsibilities

  • Drive Regional sales in all lines of HUB Wealth Management products including Mutual Funds, Segregated Funds and Fixed income products
  • Be an expert on your advisor to efficiently direct them to the right channels as needed
  • Assist advisors in growing the investment block
  • Assist advisors with portfolio solutions, fund options and product analysis
  • Assist with advisors continuing education requirements
Knowledge, Skills, and Abilities
  • Advanced knowledge of segregated and mutual funds
  • Post-secondary education
  • Up to 5 years of related experience
  • Proficiency in typing and working with computer applications
  • Demonstrated ability to communicate effectively
  • Ability to work efficiently and independently, utilizing good time management skills
  • Demonstrated working knowledge of competition and trends in the industry
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.
Location: Canada, Manitoba, Winnipeg
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: Up to 25%
Date published: 30-Nov-2018
Department: Sales
Ref#: P3486_20180914

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