Financial Services Representative - Investments

Financial Services Representative (Permanent, Full-time)

Location: Remote Position. The successful candidate must reside within 3 hours of Kawartha Financial Services Regional Office, Peterborough, ON

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $900.47 - $1,448.91 per week (plus pension and applicable benefits)

As a Financial Services Representative, You Will

• Specialize in investments, 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 with the corporate objectives of the credit union
• Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.
• Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.
• Identify opportunities to generate sales and new members.
• Monitor the renewal of maturing investments. Ensure members receive appropriate notice, advising of alternative options and assist with renewals.
• Establishing and maintaining effective relationships with members by providing excellent member service.
• Perform other duties as needed or assigned.

Qualifications

• Post-secondary education with emphasis in business or financial planning would be an asset
• A minimum of two years of sales, service an investment administration and/or sales experience
• Advanced member service and sales skills
• Excellent organizational and time management skills
• Mutual Funds License, active and in good standing
• Willingness to complete additional educational components as required

At Kawartha Financial Services 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!