Elevate your career as an Investment Specialist in Peterborough, ON. This full-time, permanent role focuses on providing exceptional investment planning and member advice.

Join Kawartha Financial

Services, where your financial services experience will shine. As an Investment Specialist, your crucial role involves recommending tailored solutions and establishing solid relationships with members. Your sales and service skills will contribute to portfolio growth and effective management of investments. This position also includes a supportive work environment and professional development opportunities. Key Responsibilities:
Recommend tailored financial solutions to meet member objectives
Provide knowledgeable advice on various investment options
Promote and sell investment products,



including mutual funds
Maintain solid member relationships for effective service
Monitor maturing investments and assist with renewals Requirements:
Post-secondary education in financial planning preferred
Minimum three years in financial services industry
Active Mutual Funds License in positive standing
Expertise in sales and member service
Strong organizational and time management skills Utilize your investment knowledge and relationship-building skills as an Investment Specialist at Kawartha Financial Services.

📌 Expert Investment Specialist In Peterborough Lanark County (Canada)
🏢 Kawartha Financial Services
📍 Canada