Investment Representative

3 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.

  • Investment Representative

    5 days ago

    Cobourg, Ontario, Canada Kawartha Credit Union Full time

    Investment Representative (Permanent, Full-time)Location: Cobourg, ONHours:Monday to Saturday, 37.5 hours per weekRate of Pay:Dependent on experienceAs 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...

  • Guest Service Representative

    2 weeks ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    **THE OPPORTUNITY**: GUEST SERVICE REPRESENTATIVE **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and locations. Our company culture is built on collaboration. A nimble team...

  • 2023 Summer Customer Service Representative

    3 weeks ago

    Cobourg, Canada LCBO Full time

    LCBO Location Address: 63 Albert Street, Cobourg Job Posting Description: Summer Customer Service Representative **Salary**: $16.75/hour LI-Onsite Do you make an impact on the people you meet? Are you passionate about creating a meaningful customer experience? If this sounds familiar, then we’d love to have you on our team! At the LCBO, our...

  • Client Service Representative

    2 weeks ago

    Cobourg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative

    4 days ago

    Cobourg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Pia Client Service Associate

    3 weeks ago

    Cobourg, Canada TD Bank Full time

    **PIA Client Service Associate**: - 425941BR **Job Category - Primary** - Wealth Management **Work Location** - 1005 Elgin Street West **Employment Type** - Regular **City** - Cobourg **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

  • Pia Client Service Associate

    3 weeks ago

    Cobourg, Canada TD Bank Full time

    425941BR Wealth Management Cobourg, ON November 23, 2023 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment...

  • Customer Service Representative

    4 weeks ago

    Cobourg, Canada Domino's Pizza, Cobourg Full time

    Job description - Whether you are seeking a **Part-Time** position while studying or a **Full-Time** position where you’ll learn all about how to run a business, Domino’s has opportunities for you._ - _**Customer Service Experts** are the front line in assuring our customers always leave our restaurants happy._ - _Pizza Makers are the artists who...

  • Customer Service Representative

    5 days ago

    Cobourg, Ontario, Canada Domino's Pizza, Cobourg Full time

    Job description Whether you are seeking a Part-Time position while studying or a Full-Time position where you'll learn all about how to run a business, Domino's has opportunities for you._- _Customer Service Experts are the front line in assuring our customers always leave our restaurants happy._- _Pizza Makers are the artists who masterfully create our...

  • Customer Service Representative

    5 days ago

    Cobourg, Ontario, Canada Domino's Pizza, Cobourg Full time

    _IN-STORE PART-TIME POSITION_Whether you are seeking a _part-time_ position while studying or a _full-time_ position where you'll learn all about how to run a business, Domino's has opportunities for you.- _Customer Service Experts_ are the front line in assuring our customers always leave our restaurants happy.- _Pizza Makers_ are the artists who...

  • Customer Service Representative

    4 weeks ago

    Cobourg, Canada Domino's Pizza, Cobourg Full time

    _**IN-STORE PART-TIME POSITION**_ Whether you are seeking a _**part-time**_ position while studying or a _**full-time**_ position where you’ll learn all about how to run a business, Domino’s has opportunities for you. - _**Customer Service Experts**_ are the front line in assuring our customers always leave our restaurants happy. - _**Pizza Makers**_...

  • Customer Service Representative

    3 weeks ago

    Cobourg, Canada Domino's Pizza, Cobourg Full time

    _**IN-STORE PART-TIME POSITION**_ Whether you are seeking a _**part-time**_ position while studying or a _**full-time**_ position where you’ll learn all about how to run a business, Domino’s has opportunities for you. - _**Customer Service Experts**_ are the front line in assuring our customers always leave our restaurants happy. - _**Pizza Makers**_...

  • Customer Service Representative

    2 weeks ago

    Cobourg, Canada Domino's Pizza, Cobourg Full time

    _**IN-STORE PART-TIME POSITION**_ Whether you are seeking a _**part-time**_ position while studying or a _**full-time**_ position where you’ll learn all about how to run a business, Domino’s has opportunities for you. - _**Customer Service Experts**_ are the front line in assuring our customers always leave our restaurants happy. - _**Pizza Makers**_...

  • Financial Advisor

    2 months ago

    Cobourg, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Advisor

    2 months ago

    Cobourg, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Personal Banker

    2 weeks ago

    Cobourg, Canada BMO Financial Group Full time

    62 King Street West Cobourg Ontario,K9A 2L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Community General Manager Ii

    4 weeks ago

    Cobourg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Community General Manager I

    3 weeks ago

    Cobourg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Community General Manager Ii

    5 days ago

    Cobourg, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Housekeeping Room Attendant

    2 weeks ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    **THE OPPORTUNITY**: HOUSEKEEPING ROOM ATTENDANT REPORTS TO GENERAL MANAGER **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and hotels. Our company culture is built on...