Senior Investment Consultant

September 5, 2025

Job Description

Description

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Sign in to access AI-powered advices

Continue with Google Continue with Google

About The Role
Are you a driven investment professional ready to take your consulting career to the next level? At HUB, we’re looking for a

About The Role
Are you a driven investment professional ready to take your consulting career to the next level? At HUB, we’re looking for a Senior Investment Consultant who thrives on building relationships, delivering trusted advice, and growing their business in a collaborative, client-focused environment.
This is more than just a sales role — it’s an opportunity to partner with clients on long-term investment strategies, backed by HUB’s full suite of insurance and financial services. You’ll be empowered to grow your network, make a measurable impact, and be rewarded for your performance with unlimited earning potential.
What You’ll Do

Develop and execute a personal sales strategy to drive new business and expand existing relationships.
Serve as a trusted advisor to clients by understanding their investment goals and delivering high-quality, customized consulting solutions.
Lead client relationships—facilitating meetings, managing expectations, and ensuring the delivery of strategic recommendations.
Educate and guide clients through complex investment decisions, leveraging current trends and market insights.
Stay on top of industry developments, regulatory changes, and investment innovations that may affect client outcomes.
Mentor and support colleagues, sharing expertise and fostering a collaborative, high-performance team culture.
Cross-sell HUB services by identifying opportunities for clients to benefit from additional lines of business.
Prospect and build a robust sales funnel using your network, research, and outreach efforts.
Accurately maintain client and sales activity records in our CORE sales system.

Qualifications And Expertise That Pave The Way For Success

Bachelor’s degree in Business, Finance, Economics, or Accounting (or equivalent experience)
Professional designation preferred: CFA, CIPM (or working toward designation)
Minimum 5 years of experience in investment consulting, with exposure to complex institutional products
Exceptional communication, presentation, and interpersonal skills — confident speaking to senior stakeholders and large groups
Proven ability to manage multiple priorities and deadlines in a fast-paced, client-driven environment
Strong analytical and problem-solving skills with a proactive, solution-oriented mindset
Passion for client service and a track record of delivering value-added insights and results
Solid understanding of institutional investment vehicles and industry terminology
Advanced proficiency with Microsoft Excel, Word, and Outlook
Must hold a valid Ontario Driver’s License and be able to travel to client meetings as required

Elevate Your Career with HUB International
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: Advancement and Well-being: Our Priority
At HUB, We Place Immense Value On The Well-being And Professional Development Of Our Team. Here’s What You Can Look Forward To As Part Of The HUB Team

Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Culture and Belonging: Our Commitment
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
Service: Our Ethos
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
Department Sales
Required Experience: 5-7 years of relevant experience
Required 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 This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales
Industries

Insurance

Referrals increase your chances of interviewing at HUB International by 2x

Sign in to set job alerts for “Senior Investment Advisor” roles.

Continue with Google Continue with Google