Investment Specialist
Hub International(1 month ago)
About this role
An Investment Specialist (Hybrid) at HUB Financial’s Wealth Management team supports advisors and helps drive regional sales of wealth management products. Reporting to the Vice President of Investments, the role operates within a leading insurance and financial services brokerage to provide investment guidance and advisor support to grow practices and improve client outcomes.
Required Skills
- Mutual Funds
- Segregated Funds
- Fixed Income
- Sales
- Portfolio Analysis
- Advisor Support
- Client Support
- Communication
- Problem Solving
- Microsoft Office
Qualifications
- Post-Secondary Education
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
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