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 good 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.
Investment Planning Specialist Peterborough employer: Kawartha Financial Services
Kawartha Financial Services is an exceptional employer that prioritizes employee well-being and professional growth, offering a guaranteed living wage along with a comprehensive benefits package. With a supportive work environment and a strong commitment to diversity and inclusion, employees are celebrated for their achievements and encouraged to develop their skills in the financial services industry. Located within a vibrant community near Peterborough, ON, this role provides meaningful opportunities to make a positive impact on members' financial journeys.
Contact Details:
Kawartha Financial Services Recruitment Team
