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 strong member relationships will be key to maintaining an excellent standard of service.Key Responsibilities:Specialize in the sale of investment productsAchieve individual goals to enhance the investment portfolioProvide sound financial advice and counseling to membersIdentify and pursue new sales opportunitiesOversee investment renewals and related member servicesRequirements:Minimum two years of experience in sales or investmentsPreferred post-secondary education in finance or businessMust hold an active Mutual Funds LicenseStrong time management and organizational skillsWillingness to complete additional training and educationUtilize your investment skills to contribute to member success with Kawartha Financial Services.

📌 Investment-Focused Financial Services Representative (Madawaska Valley)
🏢 Kawartha Credit Union
📍 Madawaska Valley