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 neededRequirements: • Maximum of 5 years experience in financial services • Expertise in mutual and segregated funds • Proficiency in communication and problem-solving • Microsoft Office proficiency required • Relevant post-secondary qualificationsLeverage your investment skills to support HUB Financial’s mission and drive success for Advisors and clients alike. #J-18808-Ljbffr
Calgary Investment Specialist At Hub Financial
HUB INTERNATIONAL
calgary, calgary
Published 23 days ago
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