Investment planning expertise can help members pursue personal financial objectives as an Investment Specialist in Peterborough, Ontario. Provide knowledgeable advice across investment options and services.
Kawartha Financial Services seeks an Investment Specialist for permanent, full time work, scheduled 37.5 hours weekly from Monday to Saturday. The position focuses on investment planning, portfolio management, member relationships, and delivering investment products. You will support growth by achieving individual objectives and developing business opportunities.
Key Responsibilities:
Recommend investment solutions supporting members’ personal financial objectives
Provide knowledgeable, friendly advice about investment options
Promote, sell, and deliver investment products and services
Provide effective portfolio management for members
Monitor maturing investments and assist with renewals
Requirements:
Post-secondary education in financial planning or management preferred
Minimum three years’ financial services industry experience
Minimum three years’ sales, service, or investment administration experience
Active Mutual Funds License in valuable standing
Advanced member service, sales, organization, and time management skills
Apply investment planning, portfolio management, and member service expertise while supporting financial solutions at Kawartha Financial Services.