Investment Specialist

Company Name: Kawartha Credit Union
Location: Canada

Position: Investment Specialist (Permanent Full-time)

Location: Cobourg Branch

Hours: Monday to Saturday, 37.5 hours per week

Rate of Pay: Dependent on experience  

As an Investment Specialist, you will:

• Recommend solutions which will enable our members to achieve their personal financial objectives;
• Provide knowledgeable and friendly advice regarding investment options and;
• Establish and maintain effective relationships with members.
• Contribute towards the growth of the investment portfolio by attaining individual goals and objectives
• Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals

 

Qualifications Required:



• Post-secondary education with emphasis in financial planning or management would be preferred
• Three years of financial services industry experience
• Three years of sales, service and investment administration and/or sales experience
• Active and in good standing Mutual Funds License or Canadian Securities License
• Advanced member service and sales skills
• Excellent organization and time management skills

• Seniority level

  Associate

• Employment type

  Full-time

• Job function

  FinanceSalesBusiness Development

• Industries

  Banking