Financial Services Representative – Investments

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Kawartha Financial Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏦 Banking

💸 Finance

Banking • Finance

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, sell and deliver all investment products and services • Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis • Assist with the development of business opportunities to establish a profitable investment portfolio with the corporate objectives of the credit union • Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area • Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning • Identify opportunities to generate sales and new members • Monitor the renewal of maturing investments • Ensure members receive appropriate notice, advising of alternative options and assist with renewals • Establishing and maintaining effective relationships with members by providing excellent member service • Perform other duties as needed or assigned

🎯 Requirements

• Post-secondary education with emphasis in business or financial planning would be an asset • 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

🏖️ Benefits

• pension • applicable benefits