About the role
Investment Specialist (Permanent, Full-time)
Location: Kingston, ON
Hours: Monday to Saturday, 40 hours per week
Rate of Pay: Dependent on experience
As an Investment Specialist, you will:
- Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning.
- Provide knowledgeable and friendly advice regarding investment options.
- Promote, sell and deliver all investment products and services, including third party mutual funds.
- Provide effective portfolio management.
- Establish and maintain effective relationships with members.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.
Qualifications:
- Post-secondary education with emphasis in financial planning or management would be preferred
- Minimum of three years of financial services industry experience
- Minimum of three years of sales, service and investment administration and/or sales experience
- Active and in good standing Mutual Funds License
- Advanced member service and sales skills
- Excellent organization and time management skills
At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!
About Kawartha Credit Union
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as a Best Employer.
With more than 65 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Kawartha supports the well-being of the communities we serve through our Community Involvement Program. In addition to almost $3 million in corporate donations, our dedicated employees volunteer their time and talents to many initiatives throughout the year.
About the role
Investment Specialist (Permanent, Full-time)
Location: Kingston, ON
Hours: Monday to Saturday, 40 hours per week
Rate of Pay: Dependent on experience
As an Investment Specialist, you will:
- Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning.
- Provide knowledgeable and friendly advice regarding investment options.
- Promote, sell and deliver all investment products and services, including third party mutual funds.
- Provide effective portfolio management.
- Establish and maintain effective relationships with members.
- Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.
- Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.
Qualifications:
- Post-secondary education with emphasis in financial planning or management would be preferred
- Minimum of three years of financial services industry experience
- Minimum of three years of sales, service and investment administration and/or sales experience
- Active and in good standing Mutual Funds License
- Advanced member service and sales skills
- Excellent organization and time management skills
At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!
About Kawartha Credit Union
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as a Best Employer.
With more than 65 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Kawartha supports the well-being of the communities we serve through our Community Involvement Program. In addition to almost $3 million in corporate donations, our dedicated employees volunteer their time and talents to many initiatives throughout the year.