Financial Services Representative - Investments (Remote)Job Category: Retail BankingRequisition Number: FINAN001643Posted : September 18, 2026Full-TimeRemoteLocationsShowing 1 locationHunter Street OfficePeterborough, ON K9J6Y5, CANDescriptionLocation: Remote Position. The successful candidate must reside within 3 hours of Kawartha Financial Services Regional Office, Peterborough, ONHours: 37.5 hours per week, Monday to SaturdayRate of Pay: $900.47 - $1,448.91 per week (plus pension and applicable advantages)As a Financial Services Representative, you will:Specialize in investments, sell and deliver all investment products and servicesContribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basisAssist with the development of business opportunities to establish a profitable investment portfolio with the corporate objectives of the credit unionAnticipate and determine the needs of members. Transact request or refer the member to the suitable service area.Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.Identify opportunities to generate sales and new members.Monitor the renewal of maturing investments. Ensure members receive appropriate notice,



advising of alternative options and assist with renewals.Establishing and maintaining effective relationships with members by providing excellent member service.Perform other duties as needed or assigned.Qualifications:Post-secondary education with emphasis in business or financial planning would be an assetA minimum of two years of sales, service an investment administration and/or sales experienceAdvanced member service and sales skillsExcellent organizational and time management skillsMutual Funds License, active and in good standingWillingness to complete additional educational components as requiredAt 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.If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process,

📌 Financial Services Representative - Investments (Remote) (Madawaska Valley)
🏢 Kawartha Credit Union
📍 Madawaska Valley