Advisor Experience Specialist

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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.

Summary

We are looking for a versatile and motivated Advisor Experience Specialist - Hybrid to join our Client Services team. This role is designed for someone who thrives in a dynamic environment and can seamlessly support multiple operational teams. Reporting to the Client Services Manager, this individual will serve as a cross-functional resource across our Trade Support, Transfer Support, and Advisor Experience teams — bringing flexibility and operational continuity wherever it's needed most.

Essential duties and responsibilities

- Support the Transfer Support team with follow-ups, outstanding items, and backlog management as needed.
- Assist the Trade Support team with surplus daily trading activity during peak periods.
- Train alongside the Advisor Experience Specialist to develop knowledge of advisor onboarding, support processes, and related tools and technology.
- Serve as a backup resource for advisor training and onboarding as needed.
- Flex across teams based on daily and seasonal operational needs, ensuring service continuity and quality.
- Other duties as assigned.

What you will bring to the role

- Minimum 2 years of experience in the investment industry; back-office or administrative experience preferred.
- Familiarity with mutual funds and/or segregated funds is essential.
- Experience with FundSERV is an asset.
- Knowledge of registered and non-registered account types (RRSPs, TFSAs, RESPs, Cash, Margin, etc.) is an asset.
- Strong attention to detail with excellent problem-solving and time management skills.
- Effective communicator, both written and verbal.
- Proficient in MS 365 (Word, Excel, Outlook, PowerPoint) and comfortable with financial software and digital tools.
- A collaborative team player who adapts quickly and remains effective in a fast-paced environment.
- Relevant industry certifications (e.g., IFIC, CSC) are a plus.

Pay transparency

The expected salary range for this position is $55,000 - $60,000 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.

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.

#LI-hybrid

#LI-TD

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

- Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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