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Investment Specialist

2 weeks ago

Peterborough, Canada Kawartha Credit Union Full time

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

**Location**:Peterborough, ON

**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.
- Promote, sell and deliver all investment products and services, including third party mutual funds.
- Provide effective portfolio management.
- Establish and maintain effective relationships with members.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.
- 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

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.