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Job Title


Investment Specialist


Company : HUB International


Location : Calgary, Alberta


Created : 2026-05-02


Job Type : Full Time


Job Description

Investment Specialist page is loaded## Investment Specialistremote type: Hybrid Workinglocations: Calgary, ABtime type: Full timeposted on: Publicado hoyjob requisition id: R0036176**Investment Specialist, Hybrid***HUB Financial Inc., Calgary, AB*HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve client outcomes. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.**About The Role** Were looking for a motivated and knowledgeable **Investment Specialist** to join our HUB Wealth Management team. Reporting to the Vice President of Investments, this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products.As an Investment Specialist, you will provide Advisors with strategic guidance on investment solutions, share your expertise in segregated and mutual funds, and contribute to their ongoing professional growth. Your ability to communicate effectively, solve problems, and deliver results will be instrumental in this position.**What Youll Do*** Driving regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.* Be an expert on your Advisors to efficiently direct them to the right channels as needed.* Assist Advisors in growing their investment block, and provide support with portfolio solutions, fund options and product analysis.* Assist Advisors with their continuing education requirements.* Any other assistance required to help advisors.**What Youll Need for Success*** Up to 5 years of relevant experience within the financial or banking sector.* Advanced knowledge of segregated funds and mutual funds.* A positive attitude, strong desire to assist others, intellectual curiosity, and a track record of consistent performance.* Excellent written and verbal communication skills.* Strong problem-solving abilities with exceptional attention to detail.* Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.* Post-secondary education from an accredited university or college.Your well-being is our priority, and we back this up with a wealth of benefits:* Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.* Balance your life with flexible work arrangements and generous time off.* Benefit from a comprehensive package tailored to your needs, including company matched RRSPs.* Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.* Rest easy with reimbursements for professional license fees and membership dues.* Special perks including discounts on events, travel, accommodations, and personal home & auto insurance.At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit .**About HUB International**Headquartered in Chicago, Illinois, is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUBs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.If youre interested in learning how you can grow your career at HUB, visit our to explore our opportunities.**AI Disclosure**AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates all decisions are made through human review.#LI-hybrid#LI-TDDepartment SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.**Hola, SOMOS HUB!**En un mundo que cambia constantemente, apoyamos y guiamos a negocios e individuos a prepararse para lo inesperado. Cuando te unes a nosotros ests rodeado de una red de expertos que te ayudarn a alcanzar tus metas, desde servicios de manejo de riesgo, manejo de reclamaciones y apoyo en cumplimiento. Esto te dar la tranquilidad mental de que las cosas que te importan ms, estarn bien protegidas, a travs de nuestra impecable asesora y soluciones de seguros personalizadas que te proveern mayor control y seguridad. **SOBRE HUB INTERNATIONAL**Nuestras Oficinas Corporativas tiene como sede la ciudad de Chicago en Illinois,Hub International Limited (Hub) es un corredor lder global que provee servicios y productos en Propiedad y Contingencia, Vida y Salud, Beneficios a Empleados, Manejo de Riesgo e Inversin. Tiene Oficinas localizadas a travs de todo Amrica del Norte.La extensa y amplia red de especialistas de HUB proveen tranquilidad mental en lo que ms importa, protegiendo a los clientes por medio de la asesora y soluciones de seguros atemperadas a sus necesidades.Para ms informacin puedes visitar hubinternational.com #J-18808-Ljbffr