Actively promote, sell and deliver all investment products and services
Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.
Assist with the development of business opportunities to establish a profitable investment portfolio within the corporate objectives of the credit union.
cross sell all Credit Union products and services and participate in sales programs, and initiatives to attain individual, branch and organizational goals.
Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.
Complete appropriate documentation accurately in order to process and key in transactions and update records.
Post-secondary education with emphasis in financial planning or management would be preferred
Minimum of three years of financial services industry experience
Two years of sales, service and investment administration and/or sales experience
At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. 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 apply now!
📌 Investment Associate H/F Temps Plein (Ontario)
🏢 Kawartha Credit Union
📍 Ontario
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