Kawartha Credit Union
Support Specialist for Investments at Kawartha
Job Description
Kawartha Financial Services seeks a Support Services Specialist focused on Investments. This full-time, temporary position based in Peterborough emphasizes training and support for Wealth Advisors and branch staff.
Running from September 2026 to November 2027, your role involves offering expert advice on registered and non-registered products. You will manage support requests and ensure compliance with necessary regulations. Strong customer service and organizational capabilities will contribute to effective results.
Key Responsibilities:
• Advise Wealth Advisors on product/service offerings
• Conduct training for staff on investments
• Ensure adherence to FSCO and OSFI regulations
• Validate transactions for accuracy daily
• Maintain files for Class A and B Shares
Requirements:
• High School Diploma or equivalent
• Further education in accounting preferred
• Minimum of two years' experience
• ...
Running from September 2026 to November 2027, your role involves offering expert advice on registered and non-registered products. You will manage support requests and ensure compliance with necessary regulations. Strong customer service and organizational capabilities will contribute to effective results.
Key Responsibilities:
• Advise Wealth Advisors on product/service offerings
• Conduct training for staff on investments
• Ensure adherence to FSCO and OSFI regulations
• Validate transactions for accuracy daily
• Maintain files for Class A and B Shares
Requirements:
• High School Diploma or equivalent
• Further education in accounting preferred
• Minimum of two years' experience
• ...