Investment Representative

6 months ago

Cobourg, Canada Kawartha Credit Union Full time

Investment Representative (Permanent, Full-time)

Location: Cobourg, ON

Hours: 37.5 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, 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.

If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now

  • Guest Service Representative

    7 months ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    **THE OPPORTUNITY**: GUEST SERVICE REPRESENTATIVE **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and locations. Our company culture is built on collaboration. A nimble team...

  • Pia Client Service Associate

    7 months ago

    Cobourg, Canada TD Bank Full time

    **PIA Client Service Associate**: - 425941BR **Job Category - Primary** - Wealth Management **Work Location** - 1005 Elgin Street West **Employment Type** - Regular **City** - Cobourg **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

  • Client Service Representative

    6 months ago

    Cobourg, 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...

  • Customer Service Representative

    1 day ago

    Cobourg, Canada Domino's Pizza Full time

    IN-STORE POSITIONS Whether you are seeking a part-time position while studying or a full-time position where you’ll learn all about how to run a business, Domino’s has opportunities for you. - Customer Service Experts are the front line in assuring our customers always leave our restaurants happy. - Pizza Makers are the artists who masterfully create...

  • Community General Manager I

    7 months ago

    Cobourg, 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...

  • Housekeeping Room Attendant

    4 months ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    **THE OPPORTUNITY**: HOUSEKEEPING ROOM ATTENDANT REPORTS TO GENERAL MANAGER **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what they do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and hotels. Our company culture is built on...

  • Housekeeping Room Attendant

    7 months ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    **THE OPPORTUNITY**: HOUSEKEEPING ROOM ATTENDANT REPORTS TO GENERAL MANAGER **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and hotels. Our company culture is built on...

  • Housekeeping Room Attendant

    6 months ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    **THE OPPORTUNITY**: HOUSEKEEPING ROOM ATTENDANT REPORTS TO GENERAL MANAGER **THE COMPANY**: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and hotels. Our company culture is built on...

  • Housekeeping Room Attendant

    7 months ago

    Cobourg, Canada Comfort Inn Cobourg Full time

    THE OPPORTUNITY: HOUSEKEEPING ROOM ATTENDANT REPORTS TO GENERAL MANAGER THE COMPANY: Passion Drives Performance. InnVest succeeds because our people love what we do. Our entire team shares a deep-rooted passion for the world of hospitality & travel that extends far beyond the walls of our offices and hotels. Our company culture is built on collaboration....