HUB International
Calgary Investment Specialist at HUB Financial
Job Description
Create impactful investment solutions as an Investment Specialist in Calgary, AB with HUB Financial. Transform the way Advisors approach client investments through your insights.
Joining the HUB Wealth Management team, you’ll be a knowledgeable Investment Specialist offering crucial support to Advisors. Your responsibilities include driving product sales while equipping Advisors with the tools they need for success. Your expertise in mutual and segregated funds will guide their professional growth and investment strategies.
Key Responsibilities:
• Drive regional sales for wealth management products
• Provide strategic support to Advisors
• Assist with fund options and portfolio solutions
• Guide continuing education initiatives for Advisors
• Address any operational support needed
Requirements:
• Maximum of 5 years experience in financial services
• Expertise in mutual and segregated funds
• Proficie...
Joining the HUB Wealth Management team, you’ll be a knowledgeable Investment Specialist offering crucial support to Advisors. Your responsibilities include driving product sales while equipping Advisors with the tools they need for success. Your expertise in mutual and segregated funds will guide their professional growth and investment strategies.
Key Responsibilities:
• Drive regional sales for wealth management products
• Provide strategic support to Advisors
• Assist with fund options and portfolio solutions
• Guide continuing education initiatives for Advisors
• Address any operational support needed
Requirements:
• Maximum of 5 years experience in financial services
• Expertise in mutual and segregated funds
• Proficie...