Investment Representative

2 weeks ago

Cobourg, Canada Kawartha Credit Union Full time

**Investment Representative (Permanent, Full-time)**

**Location**: Cobourg, ON

**Hours**:Monday to Saturday, 37.5 hours per week

**Rate of Pay**:Dependent on experience

**As an Investment Representative, you will**:

- Actively promote, sell and deliver all investment products and services.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.
- Assist with the development of business opportunities to establish a profitable investment portfolio within the corporate objectives of the credit union.
- Identify and generate sales opportunities; cross sell all Credit Union products and services and participate in sales programs, telemarketing and initiatives to attain individual, branch and organizational goals.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals. In a similar nature, contact members when the aforementioned products have not been renewed or will be transferred out, to discuss options with them.
- Complete appropriate documentation accurately in order to process and key in transactions and update records.
- Complete Mutual Fund licensing requirements within six months of start date. Followed by or in conjunction with all internal training requirements applicable to Mutual Fund Sales.

**Qualifications**:
- Post-secondary education with emphasis in financial planning or management would be preferred- Minimum of three years of financial services industry experience
- Two years of sales, service and investment administration and/or sales experience
- Working towards 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.

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