Investment Specialist at Kawartha Financial

Unlock financial potential as an Investment Specialist with Kawartha Financial Services in Peterborough, ON. This full-time role focuses on providing expert investment planning and portfolio management.

In this permanent investment specialist position, you'll leverage your financial services experience to recommend tailored investment solutions to our members. With a focus on relationship building and sales, you'll guide clients through various investment products, ensuring they reach their financial objectives. Your strong organizational and time management skills will enhance your effectiveness in this 37.5 hours per week role.

Key Responsibilities:

• Recommend investment solutions for members' financial goals

• Provide friendly advice on investment options

• Promote and sell investment products and services

• Manage investment portfolios effectively

• Develop and maintain relationships with members

Requirements:

• Post-secondary education in financial planning preferred

• Three years of experience in financial services sector

• Three years of sales or investment administration experience

• Active Mutual Funds License required

• Advanced customer service and sales skills

Bring your financial expertise and client-focused approach to help members achieve their investment goals at Kawartha Financial.
#J-18808-Ljbffr