Join Kawartha Financial Services as a Financial Services Representative focused on investments, working remotely to assist clients with their financial needs. Deliver expert advisory services in a agile financial landscape.
This remote position entails residing within three hours of the Kawartha Financial Services Regional Office in Peterborough, ON. Your primary goals include developing an investment portfolio and offering critical financial advice on budgeting and investment planning. Fostering robust member relationships will be key to maintaining an excellent standard of service.
Key Responsibilities:
• Specialize in the sale of investment products
• Achieve individual goals to enhance the investment portfolio
• Provide sound financial advice and counseling to members




• Identify and pursue new sales opportunities
• Oversee investment renewals and related member services
Requirements:
• Minimum two years of experience in sales or investments
• Preferred post-secondary education in finance or business
• Must hold an active Mutual Funds License
• Robust time management and organizational skills
• Willingness to complete additional training and education
Utilize your investment skills to contribute to member success with Kawartha Financial Services.
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📌 Investment Focused Financial Services Representative Peterborough
🏢 Kawartha Credit Union
📍 Peterborough