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
• Robust 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.