Kawartha Financial Services
Investment Planning Specialist in Kingston
Job Description
Elevate your financial career as an Investment Specialist at Kawartha Financial Services in Kingston, ON. This full-time role involves providing expert investment advice and portfolio management.
As an Investment Specialist, you'll help members achieve their financial goals through personalized investment planning. Your expertise will facilitate the promotion and delivery of investment products, ensuring a supportive experience for clients. You'll build strong relationships as you manage portfolios and contribute to expanding the investment portfolio.
Key Responsibilities: • Recommend investment solutions for clients' financial objectives • Provide friendly and knowledgeable advice on investment options • Promote and deliver a range of investment products • Manage client portfolios effectively • Establish lasting relationships with members
Requirements: • Post-secondary education in financial planning or management preferred • Minimum three years in financial...
As an Investment Specialist, you'll help members achieve their financial goals through personalized investment planning. Your expertise will facilitate the promotion and delivery of investment products, ensuring a supportive experience for clients. You'll build strong relationships as you manage portfolios and contribute to expanding the investment portfolio.
Key Responsibilities: • Recommend investment solutions for clients' financial objectives • Provide friendly and knowledgeable advice on investment options • Promote and deliver a range of investment products • Manage client portfolios effectively • Establish lasting relationships with members
Requirements: • Post-secondary education in financial planning or management preferred • Minimum three years in financial...