Investment Associate
Temps plein
Kawartha Credit Union
Job Responsibility:
Investment Associate (Temporary, Full-time)
Duration: Approximately 12-18 months
Location: Burks Falls, ON
Hours: 37.5 hours per week; Monday to Saturday
Rate of Pay: Dependent on experience
As an Investment Associate, 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.
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
- Mutual Funds License, active and in good standing
- 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!
L'offre d'emploi a été publiée il y a 10 jours
Des emplois similaires qui pourraient vous intéresserBasé sur l'offre Investment Associate à Ontario
- ...driving the transformation of the eyewear and eyecare industry. Discover more by following us on LinkedIn! GENERAL FUNCTION The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through...SuggéréSalaire minimumTemps partielTravail au bureauZone locale
- ...Position Title: Children’s Ministry Associate Pastor – Full-time employment Reporting to: Pastoral Vision Team Supervisor and Board of Elders. Regular meetings with the Pastoral Vision Team Supervisor will occur to ensure vertical and horizontal alignment with the mission...SuggéréTemps pleinTravail d'étéÉquipe de nuitÉquipe de jour
- ...purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities. As an Associate IT Specialist, you will provide communication, coordination, analysis, reporting and client interactions related to departmental...SuggéréTemps pleinTravail temporairePersonnel de la banqueHoraires flexibles
$1350 par mois
...buildings with potential outreach to about 10,000 residents within five minute walking distance to church. We are looking for an Associate Pastor who will take lead in outreach & evangelism towards neighboring residents. Followed by spiritual care, bible study and ministering...SuggéréTemps pleinTemps partielÉquipe de jour- Clinical Research Associate - Canada Syneos Health® is a leading fully integrated biopharmaceutical solutions organization built to accelerate... ...patterns, patient advocacy and Health Care Provider (HCP) associations Identify operational efficiencies and process improvements...SuggéréСontratEmploi intérimZone localeRecrutement immédiatTravail à distance
- ...guided by our core values and driven by the belief that conventions were meant to be challenged. We foster a culture in which every associate feels welcomed and respected, where leaders and creatives are inspired to shape the world of tomorrow by taking bold action today. At...Temps partielTravail au bureauLe monde entierHoraires flexibles
$39.01 par heure
Reporting to the Senior Project Manager, and collaborating closely with Managers, Capital Projects, the Associate Project Manager (APM) works as part of the Capital Planning and Projects Team to plan, design and manage capital development on VIU's campuses. Employment Group...Taux horaireEmploi permanentTemps pleinСontratPour les contractantsRecrutement immédiatLundi au vendrediHoraires flexiblesÉquipe de l'après-midi- ...strives to be a welcoming family of Jesus followers who are joyfully obedient, blessing others, and sharing Jesus. We are seeking an Associate Pastor who wholeheartedly embraces this vision and will help us live it out in practical and meaningful ways. The Associate...Stage
- ...customers feel confident and stylish while keeping the store organized and visually appealing? If so, this role is for you! As a Fashion Associate , you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From...Salaire minimumTemps partielTravail au bureauHoraires flexiblesTravail le week-endÉquipe de l'après-midi
$19.5 par heure
...Previous warehouse experience is an asset - Forklift experience is an asset Summary Thank you for applying for this Warehouse Associate opportunity in Calgary/Rocky View. Please apply directly to this job ad with an updated and organized resume. We will review your...Salaire hebdomadaireContrat Longue DuréeLundi au vendrediTravail postéÉquipe de jour- Job Description Core Responsibilities: • Ensure a signature experience for every guest that visits our LEGO® stores by greeting every guest in your location, performing all cash register functions and portraying a professional, gracious, friendly and engaging manner at...Travail au bureauRecrutement immédiat3 jours par semaine
$18 - $22 par heure
...Job Title: Preventative Maintenance Associate Location: Lincoln, Ontario Job Type: Full-Time, Hourly Hourly Rate: $18.00 to $22.00 About Freeman Herbs: Freeman Herbs is a family-owned greenhouse committed to inspiring food solutions. We are committed to excellence...Taux horaireTemps pleinHoraires flexibles$60k - $75k par année
...our members to become God-loving, Christ-glorifying, Spirit-filled, Bible-saturated people. We are currently seeking a full-time Associate Pastor to lead and develop our English Ministry, which currently consists of approximately 40 - 50 people, most of whom are young adults...Temps pleinZone locale$125k - $165k par année
...Meridia Recruitment Solutions has partnered with a well-established, full-service law firm in downtown Ottawa to recruit an Employment Associate Lawyer to join their growing team. This opportunity is ideal for a motivated legal professional who is passionate about employment...Travail au bureau- Ottawa,ON AC-8264 Our client a dynamic, downtown Ottawa law firm is currently looking to expand their team with a highly skilled and experienced Real Estate Lawyer. Our client’s Real Estate team is dedicated to helping businesses, individuals, and families navigate...
$60k - $70k par année
...Position title: Associate Pastor (English Ministry) Position status: Full-time permanent Ministries: English Ministry Reports... ...Divinity (M Div.) or its equivalent in theological education from an Association of Theological Schools (ATS) accredited institution....Emploi permanentTemps pleinExterne (Non Logé)Zone localeTravail le week-end$18.6 par heure
Are you looking for a fast-paced, short-term contract to kickstart your summer? We are currently seeking eight motivated and energetic individuals to join our client's team as a Warehouse Worker for a prominent distribution center in Saint Catharines, Ontario. Position: Warehouse...Salaire hebdomadaireСontratTravail temporaireTravail d'étéStageRecrutement immédiatLundi au vendredi- ...season of numerical growth and spiritual deepening. We believe that our best kingdom building days are yet ahead. As our Senior Associate Pastor, you will work alongside our Lead Pastor Terry Norris and give oversight to our committed ministry team. Please see our…...
$120.2k - $170.2k par année
Description Join Team CARFAX as an Associate General Counsel, Commercial Contracts Isn't it time you bragged about where you work? At CARFAX, we do, every day. We pride ourselves on being mission-focused on helping to grow a brand built on accuracy and integrity. We...СontratTravail occasionnelTravail au bureauZone localeTravail à distance- ...! This is a remote role. Oncology experience is required for this role and cell therapy is strongly preferred! The Local Study Associate Director (LSAD) leads Local Study Team(s) (LSTs) at country level to deliver committed components of clinical studies according to agreed...Travail à distanceZone localeHoraires flexibles
$83k - $105k par année
...looking to have a real impact on people’s lives and on the global economy, this is your opportunity! We are seeking a passionate Associate Full Stack Software Developer with a strong focus on Java to join our growing engineering team. In this role, you will be instrumental...StageZone locale- ...About the role: Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our clients using scheduling software and digital tools, ensuring...Emploi permanentTemps pleinTravail au bureauZone localeTravail le week-endÉquipe de l'après-midi
$43k - $48.5k par année
Bilingual Client Care Associate Division: Client Care Job location: Remote (Canada) Hours: 40 hours per week, Monday to Friday Employment type: Full Time Permanent Salary: $43,000 – $48,500 A little about us Aurora is proud to be a global leader in...Contrat Longue DuréeEmploi permanentTemps pleinTravail au bureauTravail à distanceLundi au vendrediHoraires flexibles- ...a critical role in bringing life-changing biologics and vaccines to patients worldwide? We’re looking for a CMC Strategy Senior Associate / Consultant who thrives in a dynamic, collaborative environment and is passionate about shaping global regulatory strategies. In this...Travail à distanceContrat Longue DuréeLe monde entier
$3750.67 - $3990.03 par semaine
...Job Function: Administer and perform a variety of activities associated with controlling accounting records, customer/vendor invoicing,... ...rests with our people. When we develop their skills, we are investing in both their success and ours. To secure the best talent, we seek...$70k - $84k par année
...grammatically and factually flawless and comply with American Medical Association (AMA) style, client style, and US Food and Drug Administration (... ...or class of person protected by law. What We Offer At BGBx, we invest in our people because exceptional talent drives exceptional work...Temps pleinFreelanceTravail au bureauLundi au vendredi$60k par année
...surviving to thriving. To make this happen, we are passionate about investing in the people we work with, and look for a diverse range of... ...Development of cases for support, proposals, reports and associated materials Donor communications and inquiries Administration...Contrat En CoursStageTravail au bureauRecrutement immédiatHoraires flexiblesÉquipe de l'après-midi$95k - $120k par année
...is a vertically integrated Canadian real estate developer and investment manager based in the Greater Toronto Area. With an established... ...management capabilities together under one roof. We are seeking an Associate to join the Investments team, with end-to-end responsibility...Temps pleinLogé Sur PlaceHoraires flexibles- ...about 200 regular Sunday attendees. We are a member church of the Association of Christian Evangelical Ministries (Canada) (ACEM). At TMCCC... ...A genuine love and passion for youth, with willingness to invest time in building relationships and providing spiritual care....
- ...is a vertically integrated Canadian real estate developer and investment manager based in the Greater Toronto Area. With an established... ...management capabilities together under one roof. We are seeking an Associate to join the Investments team, with end-to-end responsibility...Temps plein
Voulez-vous recevoir plus d'offres d'emploi ?
S'abonner et recevoir des offres d'emploi similaires à Investment Associate. Soyez parmi les premiers à postuler !
Recherches connexes
- investment advisor associate Ontario
- investment advisor Ontario
- investment consultant Ontario
- investment associate Ontario
- investment advisor assistant Ontario
- financial advisor - investment & retirement planning Ontario
- investment advisor remote
- investment advisor associate
- ria entry level
- investment advisor