Investment Specialist

Position: Full-Time Investment Specialist
Elevate your financial advisory career as an Investment Specialist with Kawartha Financial Services in Peterborough, ON. Focus on investment planning to help members reach their financial goals.

In this permanent and full-time position, you will use your experience in the financial services industry to promote and deliver investment products, ensuring excellent portfolio management. You'll interact directly with members to provide knowledgeable advice, manage relationships, and contribute to the growth of the investment portfolio. This role requires strong organizational and communication skills, working 37.5 hours per week.

Key Responsibilities:

• Recommend tailored investment solutions to members

• Provide investment options and portfolio advice

• Promote various investment products and services

• Maintain strong relationships within the community

• Monitor and renew maturing investments effectively

Requirements:

• Post-secondary education in finance is preferred

• At least three years of industry experience

• Sales and investment administration experience required

• Active Mutual Funds License in good standing

• Excellent member service and time management skills

Support our members in achieving their financial aspirations at Kawartha Financial Services.
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