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 current 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