Investment Specialist (Permanent, Full time)Location: Kingston, ONHours: Monday to Saturday, 40 hours per weekRate of Pay: $1,050.94 - $1,543.76 per week (plus applicable perks)CompensationCompensation for this position is determined by skills, experience, and education. It is aligned with the location's market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range.Our TalentPartner will share additional details about our compensation and total rewards during the recruitment process. As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package.Generous vacation timeComprehensive medical and dental benefitsPension PlanFocus on employee well‑beingDedication to your learning and developmentCelebrating your achievements through our employee recognition programSupportive work environmentResponsibilitiesRecommend 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.Provide effective portfolio management.Establish and maintain effective relationships with members.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.QualificationsPost‑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.Active and in good standing Mutual Funds License.Advanced member service and sales skills.Excellent organization and time management skills.EEO StatementAt Kawartha Financial Services, diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees.If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.#J-18808-Ljbffr