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
The Manager, Dealer Services is responsible for leading the day-to-day operations of the Dealer Services team, ensuring accurate and timely processing of investment transactions, and driving continuous improvement across back-office workflows. This role combines people leadership with operational oversight, playing a key part in maintaining service levels for advisors and internal stakeholders while identifying and implementing efficiencies across the department.
What You’ll Do
Operations & Oversight
Oversee the accurate and timely processing of all investment transactions and account maintenance activities across dealer codes.
Manage escalated advisor inquiries and serve as a senior point of contact for internal stakeholders on back-office issues.
Liaise with fund companies, carriers, and platform providers (e.g. FundSERV, AGORA) on behalf of HUB.
Ensure reconciliation processes are completed accurately at month-end and quarter-end, including fee-for-service, statements, and account data.
Oversee statement production, review cycles, and delivery in accordance with compliance and regulatory timelines.
Monitor transaction workflows and proactively identify and resolve processing errors or system discrepancies before they create downstream issues.
People Management & Team Development
Lead, coach, and develop a team of Dealer Services Administrators, fostering a high-performance and collaborative team culture.
Manage workload distribution, scheduling, and coverage planning including onboarding new team members during periods of transition.
Conduct regular performance reviews and provide ongoing feedback and mentorship to support team growth.
Cross-train team members across functions to ensure operational depth and continuity.
Process Improvement & Automation
Identify operational gaps and lead the design and implementation of process improvements across Dealer Services and adjacent departments.
Streamline manual workflows through automation, RPA tooling, and system enhancements in partnership with IT and operations teams.
Build and maintain documentation, standard operating procedures, and internal knowledge resources to support team consistency and compliance.
Contribute to or lead special projects including system testing, platform implementations, and cross-departmental initiatives.
Governance & Reporting
Maintain accurate tracking and reporting on fee structures and operational metrics.
Support internal audits and compliance reviews by ensuring documentation, procedures, and records meet regulatory standards.
Participate in or lead internal committees related to operations, technology adoption, or service delivery as required.
What You’ll Need for Success
University degree in Finance, Business Administration, or a related field required.
Minimum 5 years of experience in the investment industry, with back-office or operations experience strongly preferred.
Minimum 2 years of people management or supervisory experience.
Hands-on experience with FundSERV and WealthSERV required; familiarity with additional investment platforms (e.g. AGORA, Univeris, Broadridge, or similar) is a strong asset.
Experience dealing directly with fund manufacturers on behalf of advisors, including account maintenance, transaction processing, and escalation management.
Advanced proficiency in Microsoft Excel, including data manipulation, reconciliation workflows, pivot tables, and formula-based analysis; experience working with large data sets and back-office reporting is essential.
Comfort working across data management systems and tools; experience with SharePoint, Microsoft Lists, Power Automate, or RPA platforms is an asset.
Demonstrated ability to identify process gaps and design practical, scalable solutions.
Excellent written and verbal communication skills with the ability to liaise across departments and with external partners.
Strong analytical and problem-solving skills with high attention to detail and accuracy.
Ability to manage competing priorities and maintain service levels in a fast-paced environment.
Strong leadership presence with a collaborative and solutions-oriented approach.
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.
Compensation
The expected salary range for this position is $70,000 - $80,000 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.
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.
We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.
If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.
AI Disclosure
AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.
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.
#LI-hybrid
#LI-TD
Department Office Administration & Clerical
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
