Overview
Investment Specialist at Kawartha Financial Jobs in Peterborough, Canada at Kawartha Credit Union Limited
Title: Investment Specialist at Kawartha Financial
Company: Kawartha Credit Union Limited
Location: Peterborough, Canada
Category:
Join Kawartha Financial Services as an Investment Specialist in Peterborough, ON. Drive growth in investment portfolios by providing expert advice and building strong relationships.
This full-time, permanent role offers you the chance to specialize in investment planning and assist members in achieving financial success. With a focus on client service, you will promote various investment products, from mutual funds to personalized financial solutions. Your experience in sales and financial services will help ensure clients receive the best advice for their investment goals.
Key Responsibilities:
• Recommend tailored investment options to members
• Promote and sell diverse investment products
• Build and maintain effective member relationships
• Support business growth by achieving set objectives
• Monitor maturing investments and advise clients
Requirements:
• Post-secondary education in financial planning preferred
• Minimum of three years in financial services
• Active Mutual Funds License in good standing
• Strong service and sales skills
• Excellent time management and organizational skills
Leverage your investment expertise and make a meaningful impact at Kawartha Financial Services!
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