Advance your career as a Financial Services Representative at Kawartha Financial Services in Peterborough, ON. Specialize in investment products while delivering exceptional member service in this full-time role.

Kawartha Financial

Services seeks a dedicated Financial Services Representative to join their team. This permanent, full time position focuses on investments and aims to grow the credit union's investment portfolio. You will engage with members, providing needs-based financial advice and identifying opportunities for sales and new memberships. Key Responsibilities:

- Specialize in selling and delivering investment products
- Achieve individual goals to grow investment portfolio
- Provide needs-based financial counseling to members




- Establish effective relationships through excellent service
- Monitor and assist with maturing investments and renewals Requirements:
- Post-secondary education in business or financial planning
- Minimum of two years in sales or service experience
- Advanced member service and sales skills
- Active Mutual Funds License
- Willingness for continuous educational development Utilize your financial expertise and member service skills in a rewarding role at Kawartha Financial Services in Peterborough.

📌 Full-Time Financial Services Representative (Peterborough)
🏢 Kawartha Financial Services
📍 Peterborough