Financial Services Professional

19 hours ago


Cobourg, Ontario, Canada Kawartha Credit Union Full time

Job Summary:

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

About the Role:

  • You will 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.

Requirements:

  • 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

Compensation and Benefits:

The salary for this role is estimated to be around $60,000 - $80,000 per year, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.

About Us:

Kawartha Credit Union values diversity and inclusion and strives to create 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 us know.



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