Advance your career as an Investment Specialist with Kawartha Financial Services in Peterborough, ON. This full-time role emphasizes exceptional investment planning and member relationship building.
As an Investment Specialist, you will leverage your financial services experience to offer tailored financial solutions, ensuring member objectives are met. Your responsibilities will include promoting investment products and managing portfolios for growth. The position provides a cooperative workplace with career development opportunities.
Key Responsibilities:
• Recommend tailored financial solutions for member priorities
• Provide expert advice on diverse investment options
• Promote and sell various investment products, including mutual funds




• Foster and maintain strong member relationships
• Monitor investments and assist members with renewals
Requirements:
• Post-secondary education in financial planning preferred
• Minimum of three years in the financial services industry
• Active Mutual Funds License in good standing
• Proven sales and member service expertise
• Robust organizational and time management capabilities
Utilize your financial knowledge and relationship-building skills as an Investment Specialist at Kawartha Financial Services.
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📌 Investment Specialist At Kawartha Financial Services Deep River
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