Investment Representative

5 days ago

Cornwall, Canada Kawartha Credit Union Full time

**Investment Representative (Permanent, Full-time)**

**Location**:Cornwall, ON

**Hours**:40 hours per week; Monday to Saturday

**Rate of Pay**:Dependent on experience

**As an Investment Representative, you will**:

- 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, telemarketing 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. In a similar nature, contact members when the aforementioned products have not been renewed or will be transferred out, to discuss options with them.
- 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. Followed by or in conjunction with all internal training requirements applicable to Mutual Fund Sales.

**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

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. 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. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

  • HR Representative

    1 week ago

    Cornwall, Canada Matrix Logistics Full time

    This job is a temporary posting for 3 months to help provide support to the team during a transition period. Do you enjoy working in a team environment providing strategic counsel and advisory services to leaders on business and people related issues? Do you take an energetic and influential approach to bring challenge and perspective to a business agenda?...

  • HR Representative

    1 week ago

    Cornwall, Canada Matrix Logistics Full time

    This opportunity is a permanent position joining our HR Team to backfill for someone who was recently promoted. Do you enjoy working in a team environment providing strategic counsel and advisory services to leaders on business and people related issues? Do you take an energetic and influential approach to bring challenge and perspective to a business...

  • Financial Services Representative Ii

    5 days ago

    Cornwall, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Insurance Representative

    2 days ago

    Cornwall, Ontario, Canada JOB-BORN Executive Search Full time $104,000 - $120,000 per year

    About this Company:Our client is committed to empowering growth and innovation. We work with a team of talented, motivated individuals who share our passion for efficiency and excellence. As a forward-thinking company, we prioritize a positive workplace culture and opportunities for career advancement, making this a place where you can truly...

  • Financial Services Representative

    1 week ago

    Cornwall, Canada CIBC Full time $45,000 - $75,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Service Representative

    1 week ago

    Cornwall, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Engagement Representative

    1 week ago

    Cornwall, Canada CIBC Full time $120,000 - $150,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Route Sales Representative

    5 days ago

    Cornwall, Canada Bimbo Canada Full time

    Bimbo Canada is a leading producer and distributor of packaged fresh bread and bakery products with brands such as Dempster’s®, Villaggio®, POM®, Bon Matin®, Ben’s®, Healthy Way® and McGavins®. Dempster’s is the national brand leader and a market leader in the health and well-being segment of bread products in Canada. The growth strategy is to...

  • Tourism Development Officer

    3 days ago

    Cornwall, Canada City of Cornwall Full time

    A division of Cornwall Economic Development, Cornwall Tourism serves to market Cornwall as a premier visitor destination. The office’s main functions include destination marketing, visitor services, support for festivals and events, and tourism investment attraction. Reporting to the Tourism Officer, the Tourism Development Officer will play a key role in...

  • Yard Driver

    1 week ago

    Cornwall, Canada Ryder System Full time

    Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) . Job Description : About Ryder For almost 100 years, Ryder has provided customers around the world with integrated transportation, logistics, and supply chain management solutions that enhance the way they do business. Building and...