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Investment Sales Associate Full-time Job

1 month ago Financial Services Vancouver   92 views
Job Details

Position Summary:
The purpose of this position is to educate and support advisors in the growth of their wealth management practice. This position provides advisors with the necessary tools and knowledge to do their job more efficiently and effectively. The ideal candidate will be working out of our Vancouver location.

Principle Duties and Responsibilities (Essential Functions)

Drive regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.

Recruit advisors to HUB Financial and HUB Capital

Be an expert on your advisor to efficiently direct them to the right channels as needed.

Assist advisors in growing their investment block.

Assist advisors with portfolio solutions, fund options, and product analysis.

Assist advisors with their continuing education requirements.

Any other assistance required to help advisors.

Knowledge, Skills and Abilities

Advanced knowledge of segregated and mutual funds.

Post-secondary education obtained at a credited university.

Up to five years related experience.

Proficiency in typing and working with computer applications, including MS suite.

Demonstrated ability to communicate effectively (written and verbal).

Strong attention to detail and ability to problem solve.

Ability to work efficiently and effectively, utilizing good time management skills.

Demonstrated working knowledge of competition and trends in the industry.

HUB Financial Inc. is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

Company Description
Hub International is an insurance broker that provides property/casualty, employee benefits, risk management, life and health, reinsurance, and investment products and services in the US and Canada. Hub is licensed in every state and all Canadian provinces and operates more than 300 offices under its decentralized regional structure. We place a focus on mid-sized commercial and affluent individual clients. While the US accounts for two-thirds of our revenues, we are also able to facilitate cross-border business between the US and Mexico.