Investment Specialist
Kawartha Credit Union
Peterborough, Ontario, Canada
6d ago

Peterborough, ON

Monday to Saturday, 40 hours per week

$975.83 to $1,246.41 weekly (plus applicable benefits)

We are looking for individuals to work virtually from our corporate office as well as support our Mobile Solutions Centre.

  • Recommend solutions which will enable our members to achieve their personal financial objectives;
  • Provide knowledgeable and friendly advice regarding investment options and;
  • Establish and maintaining effective relationships with members.
  • Qualifications Required

  • Post-secondary education with emphasis in financial planning or management would be preferred
  • Three years of financial services industry experience
  • Three years of sales, service and investment administration and / or sales experience
  • Mutual Funds License or Canadian Securities License
  • Advanced member service and sales skills
  • Excellent organization and time management skills
  • How to Apply

  • 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, please forward your resume outlining experience and qualifications, referencing 19-PW-47 to;
  • humanresources

    If contacted regarding a job opportunity, please advise

    if you require accommodation.

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