Financial Services Representative – Investments

🔥 14 hours ago

🇨🇦 Canada – Remote

💵 $900 - $1.4k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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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, selling and delivering all investment products and services • Contribute to investment portfolio growth by attaining individual annual goals and objectives • Assist with developing business opportunities to establish a profitable investment portfolio aligned with corporate objectives • Anticipate and determine members' needs • Transact requests or refer members to suitable service areas • 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 renewal 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

• A 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 • Successful candidate must reside within 3 hours of Kawartha Financial Services Regional Office, Peterborough, ON • Monday to Saturday availability • 37.5 hours per week

🏖️ Benefits

• Pension • Applicable benefits • Accessible and inclusive workplace • Accommodation during the recruitment and selection process