Investment Associate

Position: Full-Time Investment Associate
Kawartha Credit Union is looking for a Temporary Investment Associate in Peterborough, ON. This full-time role delivers investment solutions while growing member relationships.

This position lasts for around 12 months, where you’ll focus on promoting investment products and attaining sales goals.

Your role will involve business development to establish a profitable investment portfolio while assisting members with renewals and alternative investment options. You will also be required to complete Mutual Fund licensing within the first six months.

Key Responsibilities:

• Promote and deliver investment products and services

• Grow investments by achieving individual goals

• Support business development initiatives

• Monitor and assist with investment renewals

• Accurately document and process transactions

Requirements:

• Three years of financial services experience

• Two years in sales or investment roles

• Actively working towards Mutual Funds License

• Advanced customer service and sales skills

• Strong organizational and time management abilities

Enhance your financial career as an Investment Associate with Kawartha Credit Union, focusing on member success and investment growth.
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