Investment Portfolio Manager
1 month ago
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 to achieve individual, branch, and organizational goals.
- Monitor the renewal of maturing investments, and assist members with renewals.
- 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 Kawartha Credit Union:
We value diversity and inclusion, and 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 us 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.
-
Investment Portfolio Manager
4 weeks ago
Cobourg, Ontario, Canada Kawartha Credit Union Full timeInvestment Representative OpportunityLocation: OntarioHours: 37.5 hours per week; Monday to SaturdayRate of Pay: CompetitiveAbout 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...
-
Financial Services Professional
2 days ago
Cobourg, Ontario, Canada Kawartha Credit Union Full timeAbout UsKawartha Credit Union is a growing organization that values diversity and inclusion.SalaryThe estimated salary for this role is $60,000 - $80,000 per year, dependent on experience.Job DescriptionAs an Investment Representative at Kawartha Credit Union, you will be responsible for promoting, selling, and delivering all investment products and...
-
Financial Services Professional
19 hours ago
Cobourg, Ontario, Canada Kawartha Credit Union Full timeJob Summary:We are seeking a highly motivated and experienced Financial Services Professional to join our team at Kawartha Credit Union in Cobourg, ON. As an Investment Representative, you will play a key role in promoting, selling, and delivering all investment products and services to our members.About the Role:You will contribute towards the growth of the...
-
Financial Planner
3 weeks ago
Cobourg, Ontario, Canada Scotiabank Full timeRequisition ID: 209865About the roleAs a Financial Advisor, you will be a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key responsibilities:Establish and deepen investment and...
-
Master Financial Strategist
49 minutes ago
Cobourg, Ontario, Canada Baker Tilly Full timeWe are seeking a seasoned Financial Planner to join our team of professionals at Baker Tilly KDN in Central Ontario. As a key member of our firm, you will play a vital role in helping our diverse clientele achieve their financial goals and objectives.About the RoleThis is an exciting opportunity for a skilled Financial Planner to provide expert guidance to...
-
Business Development Manager
3 weeks ago
Cobourg, Ontario, Canada BMO Full timeJob DescriptionJob Title: Relationship ManagerJob Family Group: Commercial Sales & ServiceJob Summary: We are seeking a highly skilled Relationship Manager to join our team at BMO. As a Relationship Manager, you will be responsible for providing technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment...
-
Investment Representative
5 months ago
Cobourg, Canada Kawartha Credit Union Full timeInvestment Representative (Permanent, Full-time) Location: Cobourg, ON Hours: 37.5 hours per week; Monday to Saturday 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...
-
Financial Planner
3 weeks ago
Cobourg, Canada Scotiabank Full timeRequisition ID: 209865Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment...
-
Housekeeping Room Attendant
5 months 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...
-
Housekeeping Room Attendant
5 months 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...
-
Housekeeping Room Attendant
3 months 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 they 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...
-
Housekeeping Room Attendant
5 months ago
Cobourg, Canada Comfort Inn Cobourg Full timeTHE 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 collaboration....
-
Pia Client Service Associate
6 months 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...
-
Guest Service Representative
5 months 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...
-
Community General Manager I
6 months ago
Cobourg, Canada CIBC Full timeWe’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...
-
Quality Food Safety Manager
5 months ago
Cobourg, Canada Post Consumer Brands Full timeBusiness Unit Overview: Brand: At Post Consumer Brands, we take pride in our longstanding legacy of making one of every five breakfast cereals families eat daily. Today, we’re just as focused on our future as we expand our grocery business with different shelf-stable foods, including snacks and peanut butter. We are committed to providing accessible and...
-
Clinical Services Director
2 days ago
Cobourg, Canada Northumberland Hills Hospital Full time**Reference #** - 00866**Posted** - Monday, November 18th, 2024 at 12:00am**Scope** - Public Applications Accepted**Position** - Clinical Services Director**Department** - Professional Practice, Pharmacy & Post-Acute Specialty Services**Term** - Permanent, Full-Time**Pay** - Hiring Range: $126,637 to $130,436 annually, based on commensurate...
-
Production Supervisor
5 months ago
Cobourg, Canada Post Consumer Brands Full timeBusiness Unit Overview: Brand: Post Consumer Brands recently acquired several iconic pet food brands, venturing into a new market while remaining true to our purpose to provide delicious and accessible food that our consumers love. We’re always searching the center store for the next exciting product to add to our portfolio, and right now, we’re growing...
-
Customer Service Representative
5 months 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**_...
-
Personal Banking Associate
5 months ago
Cobourg, Canada BMO Financial Group Full time62 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...
-
Financial Services Associate
2 months ago
Cobourg, Canada CIBC Full timeWe’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...
-
Coordinator - Community and Funds Development
5 months ago
Cobourg, Canada YMCA Northumberland Full time**Position Summary**: The Coordinator, Community and Funds Development is responsible for the planning, management and execution of sponsorship and fundraising efforts that achieve annual fund development targets, provides support in developing and implementing marketing plans to increase community presence and provides leadership to Capital Campaigns to...
-
Pest Control Technician
5 months ago
Cobourg, Canada Bugman-Homesmart Plus Full time**Bugman-Homesmart** is among the fastest growing pest control service companies in Central Ontario. Now in our 36th year, we are looking for people who want to **grow with our company** as we continue to expand across Ontario and beyond creating new and exciting opportunities for our staff! Our service umbrella encompasses many and most pest control...
-
Electrical/controls Technician
5 months ago
Cobourg, Canada SABIC - Saudi Basic Industries Corp. Full time**LOCATION: Cobourg ON CAN** Chemistry that Matters A career at SABIC provides you with an opportunity to leave a lasting positive impact to the world and yourself. From excellent health and well-being benefits to our comprehensive learning programs. We offer a wide range of benefits and offerings that recognize that our people have unique motivations and...
-
Customer Experience Associate
5 months ago
Cobourg, Canada Scotiabank Full timeRequisition ID: 201574 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...
-
Assoc., Expérience Client
5 months ago
Cobourg, Canada TD Bank Full time**Work Location**: Cobourg, Ontario, Canada **Hours**: 18.75 **Line of Business**: Personal & Commercial Banking **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and...