Financial Services Representative
1 week ago
Investment Specialist
Location:
Hours: Monday to Saturday, 40 hours per week
Rate of Pay: Dependent on experience
As an Investment Specialist, you will:
- Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning;
- Provide knowledgeable and friendly advice regarding investment options and;
- Establish and maintain effective relationships with members.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.
Qualifications:
- Post-secondary education with emphasis in financial planning or management would be preferred
- Minimum of three years of financial services industry experience
- Minimum of three years of sales, service and investment administration and/or sales experience
- Active and in good standing Mutual Funds License
- Advanced member service and sales skills
- Excellent organization and time management skills
Kawartha Credit Union values diversity and inclusion in our core values and emphasizes our care for others. We strive to provide 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 a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, we encourage you to apply.
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