Financial Services Professional
2 weeks ago
About Us
Kawartha Credit Union is a growing organization that values diversity and inclusion.
Salary
The estimated salary for this role is $60,000 - $80,000 per year, dependent on experience.
Job Description
As an Investment Representative at Kawartha Credit Union, you will be responsible for promoting, selling, and delivering all investment products and services. You will contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.
Key Responsibilities
- Actively promote, sell, and deliver all investment products and services.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.
- Assist with the development of business opportunities to establish a profitable investment portfolio within the corporate objectives of the credit union.
- Identify and generate sales opportunities; cross-sell all Credit Union products and services and participate in sales programs, and initiatives to attain individual, branch, and organizational goals.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options, and assisting them with renewals.
- Complete appropriate documentation accurately in order to process and key in transactions and update records.
- Complete Mutual Fund licensing requirements within six months of start date.
Qualifications
- Post-secondary education with emphasis in financial planning or management would be preferred.
- 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.
Why Work with Us?
We take pride in providing 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.
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