Kawartha Financial Services
Senior Investment Specialist in Kingston
Job Description
Drive investment excellence at Kawartha Financial Services in Kingston, ON, as a Senior Investment Specialist. Engage with members to fulfill their investment planning needs in a full-time position.
In this role, you will utilize your extensive experience in financial services to deliver professional investment guidance and solutions. With a focus on exceeding member expectations, your responsibilities will include managing portfolios and building long-term member relationships. Play a crucial part in the company's growth by working Monday to Saturday and achieving individual and team objectives.
Key Responsibilities:
• Provide expert solutions for financial objectives
• Deliver comprehensive advice on investment options
• Oversee and manage client investment portfolios
• Foster relationships with members to ensure satisfaction
• Contribute to business growth initiatives
Requirements:
• Preferred post-secondary education in finance
• At least three years i...
In this role, you will utilize your extensive experience in financial services to deliver professional investment guidance and solutions. With a focus on exceeding member expectations, your responsibilities will include managing portfolios and building long-term member relationships. Play a crucial part in the company's growth by working Monday to Saturday and achieving individual and team objectives.
Key Responsibilities:
• Provide expert solutions for financial objectives
• Deliver comprehensive advice on investment options
• Oversee and manage client investment portfolios
• Foster relationships with members to ensure satisfaction
• Contribute to business growth initiatives
Requirements:
• Preferred post-secondary education in finance
• At least three years i...