Financial Services Representative
3 weeks ago
Investment Specialist Position
We are seeking an experienced Financial Services Representative to join our team at Kawartha Credit Union.
About the Role:
The Investment Specialist will be responsible for providing expert advice and guidance to members on investment options, ensuring that they achieve their personal financial objectives. This includes recommending solutions for investment planning, monitoring maturing investments, and contributing to the growth of the investment portfolio.
Key Responsibilities:
- Recommend investment solutions tailored to individual member needs;
- Maintain effective relationships with members through excellent communication and customer service skills;
- Monitor and renew maturing investments to ensure members receive optimal returns;
- Contribute to the growth of the investment portfolio by meeting individual goals and objectives;
- Stay up-to-date with industry developments and changes in investment products and services.
Requirements:
To be successful in this role, you will need:
- A post-secondary education with a focus on financial planning or management;
- A minimum of three years' experience in the financial services industry, preferably in sales, service, and investment administration;
- An active Mutual Funds License and excellent knowledge of investment products and services;
- Advanced sales, service, and organization skills;
- Excellent time management and adaptability skills;
Benefits and Culture:
Kawartha Credit Union is committed to diversity, inclusion, and accessibility. We offer a barrier-free recruitment and selection process and encourage applicants from diverse backgrounds to apply. Our organization values respect, teamwork, and continuous learning, making it an ideal place to build a career in the financial services industry.
As an Investment Specialist, you can expect a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus opportunities for professional growth and development. If you're passionate about helping others achieve their financial goals and are looking for a rewarding career in the financial services industry, we encourage you to apply.
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