Financial Services Professional
1 week ago
Job Summary:
We are seeking a highly skilled Financial Services Professional 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:
- Develop and implement personalized investment plans for members, taking into account their financial objectives and risk tolerance.
- Provide in-depth knowledge and expertise on various investment products and services, including mutual funds, stocks, and bonds.
- Build and maintain strong relationships with members, understanding their financial needs and goals.
- Contribute to the growth of the investment portfolio by identifying new business opportunities and developing strategies to achieve individual and team goals.
- Stay up-to-date with market trends and economic conditions, ensuring that members receive the best possible advice and guidance.
Requirements:
- Post-secondary education with a focus on financial planning or management.
- Minimum of three years of experience in the financial services industry, with a proven track record of success in sales, service, and investment administration.
- Active and in good standing Mutual Funds License.
- Advanced member service and sales skills, with the ability to build strong relationships with members.
- Excellent organization and time management skills, with the ability to prioritize tasks and meet deadlines.
About Us:
Kawartha Credit Union is a dedicated and enthusiastic team of professionals committed to providing exceptional service to our members. We value diversity and inclusion, and strive to create a workplace that is accessible and inclusive for all. If you are passionate about delivering outstanding service and building strong relationships with members, we encourage you to apply for this exciting opportunity.
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