Investment Portfolio Manager

4 weeks ago


Cobourg, Ontario, Canada Kawartha Credit Union Full time

Investment Representative Opportunity

Location: Cobourg, ON

Hours: 37.5 hours per week; Monday to Saturday

Rate of Pay: Dependent on experience

About the Role:

As an Investment Representative, you will play a key role in promoting, selling, and delivering investment products and services to our members. You will contribute to the growth of our investment portfolio by achieving individual goals and objectives on an annual basis.

Key Responsibilities:

  • Actively promote and sell investment products and services to our members.
  • Contribute to the growth of the investment portfolio by achieving individual goals and objectives.
  • Assist in the development of business opportunities to establish a profitable investment portfolio.
  • Identify and generate sales opportunities, and participate in sales programs and initiatives.
  • Monitor the renewal of maturing investments and advise members on alternative options.
  • Complete documentation accurately to process transactions and update records.
  • Complete Mutual Fund licensing requirements within six months of start date.

Qualifications:

  • Post-secondary education with an emphasis in financial planning or management.
  • 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.

About Us:

Kawartha Credit Union values diversity and inclusion, and we strive to create 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.

Join Our Team:

If you are interested in pursuing a career in the financial services industry with a dedicated team of professionals in a growing organization, apply now.



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