Investment Specialist
3 weeks ago
Investment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience Responsibilities Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. Provide knowledgeable and friendly advice regarding investment options. Promote, sell and deliver all investment products and services, including third party mutual funds. Provide effective portfolio management. Establish and maintain effective relationships with members. Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities. Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals. Qualifications Post‑secondary education with emphasis in financial planning or management would be preferred Minimum of three years of financial services industry experience Minimum of three years of sales, service and investment administration and/or sales experience Active and in good standing Mutual Funds License Advanced member service and sales skills Excellent organization and time management skills At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier‑free recruitment and selection process apply now #J-18808-Ljbffr
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Investment Specialist
3 weeks ago
Eastern Ontario, Canada Kawartha Credit Union Full timeInvestment Specialist (Permanent, Full-time) Location: Kingston, ON Hours: Monday to Saturday, 40 hours per week Rate of Pay: Dependent on experience Responsibilities Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. Provide knowledgeable and friendly advice...
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Investment Specialist
2 weeks ago
Eastern Ontario, Canada Canada Life Full timeTemporary Full Time As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them. Canada...
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Investment Specialist
2 weeks ago
Eastern Ontario, Canada Canada Life Full timeTemporary Full Time As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them. Canada...
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Investment Advisor — Build Portfolios
4 weeks ago
Eastern Ontario, Canada Kawartha Credit Union Full timeA financial services organization in Kingston is seeking an experienced Investment Specialist to provide tailored advice and manage investment portfolios for members. This role requires a strong background in financial services and excellent interpersonal skills. Candidates should have a minimum of three years of relevant experience, along with an active...
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Investment Advisor — Build Portfolios
4 weeks ago
Eastern Ontario, Canada Kawartha Credit Union Full timeA financial services organization in Kingston is seeking an experienced Investment Specialist to provide tailored advice and manage investment portfolios for members. This role requires a strong background in financial services and excellent interpersonal skills. Candidates should have a minimum of three years of relevant experience, along with an active...
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Investment Specialist
1 week ago
Kingston, Ontario, KK, Canada Kawartha Credit Union Full time $60,000 - $80,000 per yearInvestment Specialist (Permanent, Full-time)Location: Kingston, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: Dependent on experience As an Investment Specialist, you will: Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning.Provide...
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Investment Specialist
4 days ago
Huntsville, Ontario, PH, Canada Kawartha Credit Union Full time $60,000 - $120,000 per yearInvestment Specialist (Permanent, Full-time)Location: Huntsville, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: Dependent on experience As an Investment Specialist, you will: Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning.Provide...
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Investment Operations
2 weeks ago
Eastern Ontario, Canada Canada Life Full timeA leading financial services firm in Kingston is seeking a Temporary Full Time candidate to manage application processing and ensure compliance with SLAs. The ideal applicant will have specialized knowledge of investment products and at least 3 years of relevant experience. This position offers a salary range of $42,500 to $67,000 annually, with...
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Investment Operations
2 weeks ago
Eastern Ontario, Canada Canada Life Full timeA leading financial services firm in Kingston is seeking a Temporary Full Time candidate to manage application processing and ensure compliance with SLAs. The ideal applicant will have specialized knowledge of investment products and at least 3 years of relevant experience. This position offers a salary range of $42,500 to $67,000 annually, with...
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Investment Operations Specialist — WealthServ
4 weeks ago
Eastern Ontario, Canada Canada Life Full timeA leading financial services company in Kingston, Ontario is seeking a candidate for an investment application processing role. The successful individual will have a minimum of 1 year of experience in the insurance and financial services industry and possess specialized knowledge of investment products. This position involves heavy use of the WealthServ...
