Elevate your financial advisory career as an Investment Specialist with Kawartha Financial Services in Peterborough, ON. Focus on investment planning to help members reach their financial goals.In this permanent and full-time position, you will use your experience in the financial services industry to promote and deliver investment products, ensuring excellent portfolio management. You'll interact directly with members to provide knowledgeable advice, manage relationships, and contribute to the growth of the investment portfolio. This role requires robust organizational and communication skills, working 37.5 hours per week.Key Responsibilities:Recommend tailored investment solutions to membersProvide investment options and portfolio advicePromote various investment products and servicesMaintain strong relationships within the communityMonitor and renew maturing investments effectivelyRequirements:Post-secondary education in finance is preferredAt least three years of industry experienceSales and investment administration experience requiredActive Mutual Funds License in good standingExcellent member service and time management skillsSupport our members in achieving their financial aspirations at Kawartha Financial Services.

📌 Full-Time Investment Specialist In Peterborough (Madawaska Valley)
🏢 Kawartha Financial Services
📍 Madawaska Valley