Investment Specialist

Position: Full-Time Investment Specialist Role
Explore a rewarding career as an Investment Specialist with Kawartha Financial Services in Kingston, ON. This full-time position focuses on investment planning and personalized member service.

As an Investment Specialist, you will play a crucial role in helping clients achieve their financial goals through effective investment planning strategies. Your responsibilities include providing sound advice, managing client portfolios, and promoting various investment products while nurturing long-term relationships.

Key Responsibilities:

• Develop personalized investment strategies for clients

• Advise on investment options and manage portfolios

• Promote and deliver comprehensive investment products

• Foster strong relationships with existing and new members

• Monitor and facilitate renewal of maturing investments

Requirements:

• Educational background in financial planning or management preferred

• Minimum three years’ experience in financial services

• In good standing Mutual Funds License

• Strong member service and sales skills

• Excellent organizational skills

Utilize your investment management skills and client-focused mindset at Kawartha Financial Services in Kingston.
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