Investment Specialist
- Montréal, QC
- Hybrid
- Posted Sep 19, 2026
- 1 position
Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will also assist advisors with portfolio solutions, product analysis, and continuing education requirements.
Job details
The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will also assist advisors with portfolio solutions, product analysis, and continuing education requirements. Candidates must have up to 5 years of relevant experience in the financial or banking sector and possess advanced knowledge of segregated and mutual funds. A post-secondary education from an accredited institution and strong communication skills are also required.
What you’ll do
The Investment Specialist will drive regional sales of wealth management products and provide strategic guidance to financial advisors. They will also assist advisors with portfolio solutions, product analysis, and continuing education requirements.
Requirements
Candidates must have up to 5 years of relevant experience in the financial or banking sector and possess advanced knowledge of segregated and mutual funds. A post-secondary education from an accredited institution and strong communication skills are also required.
Benefits
- Competitive pay structure
- Incentives
- Bonuses
- Flexible work arrangements
- Generous time off
- Comprehensive benefits package
- Company matched RRSPs
- Training and development programs
- Tuition reimbursement
- Professional license fee reimbursement
- Membership dues reimbursement
- Discounts on events
- Travel discounts
- Accommodation discounts
- Personal home and auto insurance discounts
Listed skills
- Customer service · Preferred
- Problem solving · Preferred
- Sales · Preferred
- Communication · Preferred
- Microsoft Office · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Investment strategy
- Segregated funds
- Mutual funds
- Fixed income products
- Sales
- Portfolio management
- Product analysis
- Communication
- Problem-solving
- Microsoft Office
- Online meeting platforms
- Financial advisory
- Wealth management
- Client service
Job areas
- Finance & Accounting
- Sales
- Management & Leadership
More jobs from HUB International
Commercial Placement Broker
- On-site
- Calgary, AB
- Posted Sep 9, 2026
Vice President & Placement Specialist, Executive Liability
- Hybrid
- Vancouver, BC
- Posted Sep 3, 2026
Senior Underwriter, CADA Program
- Hybrid
- Langley, BC
- Posted Aug 17, 2026
Investment Specialist
- Hybrid
- London, ON
- Posted Aug 17, 2026