Posted 3 months ago
Investment Specialist
@ Hub Financial Inc.
London, Ontario
Overview
HUB Financial, a division of HUB International, is hiring an Investment Specialist for its Wealth Management team in Southwest Ontario. The role drives regional sales of mutual, segregated and fixed income products and supports independent advisors with portfolio solutions and continuing education. It is a full-time hybrid position with a salary of $65,000 to $70,000 and up to 25% travel.
Responsibilities:
- Drive regional sales of mutual, segregated and fixed income products
- Support advisors with portfolio solutions and fund options
- Assist advisors with continuing education requirements
- Provide other assistance advisors need
Requirements summary:
- Up to 5 years in financial or banking sector
- Advanced knowledge of segregated and mutual funds
- Post-secondary education from accredited institution
- Excellent written and verbal communication
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-08-16
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | ground: moderate |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | College diploma (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Tuition support, Performance bonus, Employee discount |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Hub Financial Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 16 |
Investment Specialist (Hybrid)
Hub Financial - Southwest Ontario
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
We’re 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 You’ll 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 You’ll 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
What’s in it for you?
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.
Compensation
The expected salary range for this position is $65,000 to $70,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
Why Choose HUB?
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 https://www.hubinternational.com/en-CA/about-us/.
About HUB International
Headquartered in Chicago, Illinois, Hub International Limited 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, HUB’s 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 you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.
HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.
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.
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Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%We 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.
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