Support Services Specialist - Investments
About the role
Support Services Specialist - Investments (Temporary, Full-time)
Location: Peterborough, ON
Hours: 37.5 hours per week, Monday to Friday
Duration: Approximately September 2026 - November 2027
Rate of Pay: $900.47 - $1,324.22 per week (plus applicable benefits)
Position Description:
As a Support Services Specialist, you will:
- As the Support Expert in relation to all Registered and Non-registered products:
- Provide product/service recommendations and advice to Wealth Advisors
- Act as an expert resource for training branch Staff and Managers on all investments products and participate in special projects as required
- Provide Expert advice, documentation support and accurate processing according to FSCO and OSFI legislation for Wealth advisors
- Provide advice, documentation support and accurate processing for specialty registered withdrawal i.e. homebuyers, transfer outs, marriage breakdown and bankruptcy monitoring
- Manage, review and request discretionary approvals from DM’s and WM.
- Daily Verification of account transactions completed by Staff for accuracy and completeness.
- Advise and perform error corrections to/for Branch Staff, advising Managers if frequent issues are identified
- Responsible for the setup, maintenance and administration of all Registered products files
- Process registered transactions administered by back office
- Responsible for overseeing and triaging support requests through Support Services ticket system
- Responsible for the maintenance, support and administration of Class A and B Shares
Qualifications:
- High School Diploma or GED Equivalent
- Post-secondary education with emphasis in accounting would be an asset
- Two years’ experience in a related position.
- Expert knowledge of CRA guidelines related to Registered products would be an asset
- Expert knowledge of CRA guidelines related T5, T4’s and NR4’s would be an asset
- Excellent customer service, organizational and sales skills
- New employees are required to disclose their vaccination status as a condition of hire. If applicable, new employees must provide proof of vaccination status on or before their first day of work.
At Kawartha Financial Services 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!
Not the right fit? Search for Support Services Specialist jobs in Peterborough, ON
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.
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Support Services Specialist - Investments
About the role
Support Services Specialist - Investments (Temporary, Full-time)
Location: Peterborough, ON
Hours: 37.5 hours per week, Monday to Friday
Duration: Approximately September 2026 - November 2027
Rate of Pay: $900.47 - $1,324.22 per week (plus applicable benefits)
Position Description:
As a Support Services Specialist, you will:
- As the Support Expert in relation to all Registered and Non-registered products:
- Provide product/service recommendations and advice to Wealth Advisors
- Act as an expert resource for training branch Staff and Managers on all investments products and participate in special projects as required
- Provide Expert advice, documentation support and accurate processing according to FSCO and OSFI legislation for Wealth advisors
- Provide advice, documentation support and accurate processing for specialty registered withdrawal i.e. homebuyers, transfer outs, marriage breakdown and bankruptcy monitoring
- Manage, review and request discretionary approvals from DM’s and WM.
- Daily Verification of account transactions completed by Staff for accuracy and completeness.
- Advise and perform error corrections to/for Branch Staff, advising Managers if frequent issues are identified
- Responsible for the setup, maintenance and administration of all Registered products files
- Process registered transactions administered by back office
- Responsible for overseeing and triaging support requests through Support Services ticket system
- Responsible for the maintenance, support and administration of Class A and B Shares
Qualifications:
- High School Diploma or GED Equivalent
- Post-secondary education with emphasis in accounting would be an asset
- Two years’ experience in a related position.
- Expert knowledge of CRA guidelines related to Registered products would be an asset
- Expert knowledge of CRA guidelines related T5, T4’s and NR4’s would be an asset
- Excellent customer service, organizational and sales skills
- New employees are required to disclose their vaccination status as a condition of hire. If applicable, new employees must provide proof of vaccination status on or before their first day of work.
At Kawartha Financial Services 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!
Not the right fit? Search for Support Services Specialist jobs in Peterborough, ON
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.