Investments Specialist - Financial Planning
$1069.73 - $1573.13 per weekKawartha Financial Services
Investment Specialist (Permanent, Full-time) Location: Hours: Monday to Saturday, 37.5 hours per week
Rate of Pay: $1,069.73 - $1,573.13 per week (plus pension and applicable benefits)
It is aligned with the locations market data, as well as internal equity. Generous vacation time
Comprehensive medical and dental benefits
Pension Plan
As An Investment Specialist, You Will
Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning.
Provide knowledgeable and friendly advice regarding investment options.
Promote, sell and deliver all investment products and services, including third party mutual funds.
Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.
Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.
Post-secondary education with emphasis in financial planning or management would be preferred
Minimum of three years of financial services industry experience
Minimum of three years of sales, service and investment administration and/or sales experience
At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. 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!
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