Investments Specialist - Financial Planning
Full-time
Kawartha Credit Union
Investment Specialist (Permanent, Full-time)
Hours: Monday to Saturday, 40 hours per week
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 Credit Union 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!
Vacancy posted 1 day ago
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