Expert Investment Specialist

Elevate your career as an Investment Specialist in Peterborough, ON. This full-time, permanent role focuses on providing exceptional investment planning and member advice.

Join Kawartha Financial Services, where your financial services experience will shine. As an Investment Specialist, your crucial role involves recommending tailored solutions and establishing strong relationships with members. Your sales and service skills will contribute to portfolio growth and effective management of investments. This position also includes a supportive work environment and professional development opportunities.

• Recommend tailored financial solutions to meet member objectives
• Provide knowledgeable advice on various investment options
• Promote and sell investment products, including mutual funds
• Maintain strong member relationships for effective service
• Monitor maturing investments and assist with renewals

• Post-secondary education in financial planning preferred
• Minimum three years in financial services industry
• Active Mutual Funds License in good standing
• Expertise in sales and member service
• Strong organizational and time management skills

Utilize your investment knowledge and relationship-building skills as an Investment Specialist at Kawartha Financial Services.