Advisor Experience Specialist (Hybrid)
HUB Financial - Woodbridge, ON
Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business 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 independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
About The Role
We are seeking a dynamic Advisors Experience Specialist to join our team. This individual will play a crucial role in onboarding and supporting new independent advisors, ensuring they are equipped with the knowledge and tools to succeed. The role requires a deep understanding of investment products, such as mutual funds and segregated funds, combined with excellent presentation and communication skills.
What You’ll Do
Facilitate a seamless onboarding experience for new independent advisors, introducing them to HUB’s suite of products, tools, and technologies.
Provide training and support to ensure advisors are fully up-to-date on investment products, including mutual funds, segregated funds, and other financial products.
Conduct engaging presentations and webinars to educate advisors on available software, tools, and technology systems.
Act as a liaison between the advisor and various HUB departments to ensure smooth integration and ongoing support.
Stay current with industry trends and technological advancements to provide relevant and timely updates to advisors.
Develop strong, positive relationships with advisors, addressing their needs and supporting their success.
Regularly evaluate advisor feedback to enhance the onboarding process and improve overall advisor satisfaction.
Develop and maintain comprehensive training materials and guides to support advisor onboarding and ongoing education, ensuring advisors stay informed about industry changes, regulations, and procedures.
Participate in both large and small projects as assigned, with a focus on the investment industry and initiatives aimed at enhancing the advisor experience.
Other duties as assigned.
What You’ll Need for Success
Minimum 2-3 years in a related role, preferably within the financial services industry.
Experience with mutual funds and/or segregated funds is essential.
Familiarity with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc.) is an asset.
Strong presentation and training skills, with a demonstrated ability to lead webinars or in-person sessions.
Exceptional communication skills, both written and verbal.
Proficiency with financial software and CRM systems; comfort with technology and digital tools.
Proficient in MS 365: Word, Excel, PowerPoint, and Outlook, Adobe
Experience with video platforms such as MS Team or Zoom
Ability to work independently and collaboratively within a team environment.
Strong organizational skills and attention to detail.
Bachelor's degree in Finance, Business, or a related field (or equivalent experience). Relevant industry certifications are a plus (e.g., IFIC, CSC)
What’s in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
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 - About Us - HUB International
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.
Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! 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.
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Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: College diploma (3-year degree)