Financial Services Professional
3 weeks ago
Investment Specialist
About the Role:
We are seeking a skilled Investment Specialist to join our team at Kawartha Credit Union. As an Investment Specialist, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on investment options.
Key Responsibilities:
- Recommend investment solutions tailored to our members' needs and goals
- Provide knowledgeable and friendly advice on investment options
- Establish and maintain effective relationships with members
- Contribute to the growth of our investment portfolio by meeting individual goals and objectives
- Monitor the renewal of maturing investments and advise members on alternative options
Requirements:
- Post-secondary education with a focus on financial planning or management
- Minimum of three years of experience in the financial services industry
- Minimum of three years of sales, service, and investment administration experience
- Active and in good standing Mutual Funds License
- Advanced member service and sales skills
- Excellent organization and time management skills
About Us:
Kawartha Credit Union values diversity and inclusion and is committed to providing a workplace that appreciates difference and encourages respect. We are an inclusive and barrier-free employer and welcome applications from diverse candidates.
How to Apply:
If you are interested in pursuing a career in the financial services industry with a dedicated team of professionals in a growing organization, please apply now.
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