Overview
Investment Specialist at Kawartha Financial Jobs in Kingston, Canada at Kawartha Credit Union Limited
Title: Investment Specialist at Kawartha Financial
Company: Kawartha Credit Union Limited
Location: Kingston, Canada
Category:
Grow your financial expertise with Kawartha Financial Services as an Investment Specialist in Kingston, ON. Build member relationships, provide investment advice, and promote tailored investment solutions.
This full-time role focuses on advising members to achieve their financial goals through expert investment planning. Candidates should have a minimum of three years of experience in financial services, complemented by a strong sales background. Specialized knowledge in investment products and excellent organizational skills are essential to thrive in this welcoming environment.
Key Responsibilities:
• Recommend tailored investment solutions for members
• Deliver advice on various investment options clearly
• Establish strong relationships with members for effective service
• Assist in growing the investment portfolio through goal attainment
• Monitor and advise on renewing maturing investments
Requirements:
• Minimum three years’ experience in financial services
• Proven sales and investment administration skillset
• Active Mutual Funds License in good standing
• Advanced member service skills and relationship-building
• Strong organizational and time management capabilities
Elevate your career in financial services by leveraging your expert advice and relationship skills at Kawartha Financial.
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