Financial Services Representative

2 days ago


Cobourg, Ontario, Canada Kawartha Credit Union Full time

Investment Representative Opportunity

About the Role:

We are seeking a highly motivated and experienced Investment Representative to join our team at Kawartha Credit Union. As an Investment Representative, you will play a key role in promoting and selling our investment products and services to our members.

Key Responsibilities:

  • Actively promote and sell all investment products and services to our members.
  • Contribute to the growth of our investment portfolio by achieving individual goals and objectives.
  • Assist in developing business opportunities to establish a profitable investment portfolio.
  • Identify and generate sales opportunities, cross-sell all Credit Union products and services, 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.
  • Obtain Mutual Fund licensing requirements within six months of start date.

Requirements:

  • Post-secondary education with a focus on 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 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.



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