Financial Services Specialist
1 week ago
We are seeking a highly skilled Financial Services Specialist to join our team at Kawartha Credit Union Ltd. The ideal candidate will possess excellent communication skills and have a strong understanding of financial planning and management.
About the RoleThis is a full-time position that requires a post-secondary education with an emphasis in financial planning or management. Additionally, we require a Level II Life License, IRROC License, and Financial Planning Designation.
Responsibilities- Conduct personal interviews with clients, identify their needs and goals, develop an appropriate financial plan, and make recommendations.
- Provide clients with retirement planning, investment counseling, estate planning, and life and insurance services.
- Create and maintain client files, and reports on activities to the Senior Manager of Wealth.
- Promote the credit union's investment and insurance services through the Aviso program in the community.
- Support Credit Union staff on wealth management products.
- Post-secondary education with an emphasis in financial planning or management.
- Level II Life License.
- IRROC License.
- Financial Planning Designation.
The estimated salary for this role is $60,000 - $80,000 per year, depending on experience. We offer a comprehensive benefits package, including health, dental, and vision coverage, as well as a generous retirement plan.
About UsKawartha Credit Union Ltd is a growing organization that values diversity and inclusion. We are committed to creating a barrier-free recruitment and selection process.
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