Strategic Wealth Development Specialist

3 weeks ago


Kingston, Ontario, Canada Kawartha Credit Union Full time

Kawartha Credit Union, a dedicated and enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process.

As an Investment Specialist, you will be responsible for recommending solutions to enable our members to achieve their personal financial objectives. This includes specializing in investment planning, providing knowledgeable advice on investment options, and contributing towards the growth of the investment portfolio by attaining individual goals and objectives.

We are looking for a skilled professional with post-secondary education in financial planning or management. A minimum of three years of experience in the financial services industry, as well as three years of sales, service, and investment administration experience is required. An active and good-standing Mutual Funds License is also necessary.

The ideal candidate will have excellent communication skills and be able to provide friendly and knowledgeable advice to our members. You will be working in a dynamic environment where you will be able to grow and develop your career.

The estimated annual salary for this role is around $70,000-$80,000 depending on location and experience.

Benefits:

  • A competitive salary range of $70,000-$80,000 per year
  • A dynamic and supportive work environment


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