Kawartha Credit Union Limited
Kawartha Financial Investment Specialist Position
Job Description
Become an Investment Specialist with Kawartha Financial Services and help members realize their financial aspirations through expert investment advice. This full-time role comes with comprehensive benefits.
In this position, you will specialize in investment planning and nurturing member relationships. With a focus on providing quality investment solutions, you will utilize your experience in financial services and sales to guide members effectively. Your contributions will be essential in growing the investment portfolio and achieving team objectives.
Key Responsibilities: • Offer knowledgeable and friendly investment advice • Promote a range of investment products and services • Develop and maintain effective relationships with members • Contribute to portfolio growth by achieving personal goals • Assist members during investment renewals and provide alternatives
Requirements: • Preferred post-secondary education in financial planning • Minimum of three yea...
In this position, you will specialize in investment planning and nurturing member relationships. With a focus on providing quality investment solutions, you will utilize your experience in financial services and sales to guide members effectively. Your contributions will be essential in growing the investment portfolio and achieving team objectives.
Key Responsibilities: • Offer knowledgeable and friendly investment advice • Promote a range of investment products and services • Develop and maintain effective relationships with members • Contribute to portfolio growth by achieving personal goals • Assist members during investment renewals and provide alternatives
Requirements: • Preferred post-secondary education in financial planning • Minimum of three yea...