Financial Services Representative

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $900 - $1.4k / week

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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Kawartha Financial Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

Kawartha Financial Services is a community-focused credit union division operating in Ontario that provides personal and business banking services, including chequing and savings accounts, mortgages, loans, credit cards, GICs, investment and wealth management, insurance, and estate planning. It serves members through branch locations, surcharge-free ATMs and digital channels, emphasizes local decision-making and community involvement, and recently became a division of Libro Credit Union Limited.

📋 Description

• Specialize in investments, and sell and deliver all investment products and services • Contribute to investment portfolio growth by attaining annual individual goals and objectives • Assist with developing business opportunities to establish a profitable investment portfolio aligned with credit union objectives • Anticipate and determine members' needs • Process member requests or refer members to the suitable service area • Provide needs-based advice and counsel members on family budgeting, credit management, and investment/retirement planning • Identify opportunities to generate sales and new members • Monitor renewals of maturing investments • Provide appropriate notice, advise members of alternative options, and assist with renewals • Establish and maintain effective member relationships through excellent member service • Perform other duties as needed or assigned

🎯 Requirements

• Must reside within three hours of Kawartha Financial Services' Regional Office in Peterborough, ON • Minimum of two years of sales, service and investment administration and/or sales experience • Advanced member service and sales skills • Excellent organizational and time management skills • Mutual Funds License, active and in good standing • Willingness to complete additional educational components as required • Post-secondary education with emphasis in business or financial planning would be an asset

🏖️ Benefits

• Generous vacation time • Comprehensive medical and dental benefits • Pension Plan • Focus on employee well-being • Dedication to your learning and development • Employee recognition program • Supportive work environment • Guaranteed living wage

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