Apply investment expertise as a Financial Services Representative with Kawartha Financial Services, serving members through advice, sales, and portfolio growth. This is a full time position.
Based within three hours of Peterborough, Ontario, you will specialize in investments and deliver financial products and services. The position requires member service, sales, investment administration, and financial planning capabilities. You will support members with budgeting, credit management, and investment or retirement planning needs.
Key Responsibilities: Sell and deliver investment products and services
Grow investment portfolios through annual individual objectives
Develop profitable investment business opportunities




Provide needs-based financial advice and counselling
Monitor maturing investments and support renewals
Requirements: Minimum two years of relevant sales or investment experience
Active Mutual Funds License in good standing
Advanced member service and sales skills
Strong organizational and time management skills
Business or financial planning education preferred
Use investment advice, member service, and sales skills to support Kawartha Financial Services members and portfolio objectives.

#J-18808-Ljbffr

📌 Investment Financial Services Representative (Ontario)
🏢 Kawartha Financial Services
📍 Ontario