Shape financial futures as an Investment Specialist with Kawartha Financial Services in Peterborough, ON. This full-time role focuses on investment planning and member relationships.
As a key member, you will recommend tailored financial solutions to help members achieve their goals. This position requires solid investment knowledge and the capability to manage portfolios effectively. With a focus on sales and service, you will promote various investment products, contributing to the growth of the overall investment portfolio.
Key Responsibilities:
• Recommend personalized investment solutions to clients
• Provide friendly and knowledgeable investment advice
• Promote and sell third-party mutual funds
• Manage investment portfolios effectively
a• Build and maintain robust client relationships
Requirements:
• Post-secondary education in financial planning preferred
• 3 years in financial services or sales experience
• Active Mutual Funds License in positive standing
• Strong organization and time management skills
• Advanced member service and sales skills
Drive investment success and enhance client services through your expertise with Kawartha Financial Services.
J-18808-Ljbffr