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 dynamic 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 current 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.

📌 Investment Focused Financial Services Representative Peterborough (Canada)
🏢 Kawartha Credit Union
📍 Canada