Join Kawartha Financial Services as an Investment Specialist in Peterborough, ON, to offer personalized investment planning. Utilize your expertise in providing financial advice and managing portfolios.
This full-time, permanent role emphasizes a strong background in financial services and investment administration. You will be responsible for recommending investment solutions, fostering relationships with our members, and promoting various investment products. Robust organizational abilities and excellent member service skills are essential for success in this fast-paced environment, working 37.5 hours a week.
Key Responsibilities:
• Advise on investment products and portfolios
• Build and maintain effective member relationships
• Sell and deliver investment services and solutions
• Manage portfolios and monitor investments
• Ensure timely communication regarding maturing investments
Requirements:
• Preferred post-secondary education in finance
• Minimum of three years in financial services
• Experience in sales and investment administration
• Must hold a Mutual Funds License
• Outstanding organization and time management skills
Leverage your expertise to enhance our members' financial journeys at Kawartha Financial Services.
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