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Kawartha Credit Union Limited
Kawartha Financial Investment Specialist PositionKawartha Credit Union Limited • Winnipeg, Canada
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Kawartha Financial Investment Specialist Position

Kawartha Financial Investment Specialist Position

Kawartha Credit Union Limited • Winnipeg, Canada
6 days ago
Job type
  • Full-time
Job description
Become an Investment Specialist with Kawartha Financial Services and help members realize their financial aspirations through expert investment advice. This full-time role comes with comprehensive benefits.

In this position, you will specialize in investment planning and nurturing member relationships. With a focus on providing quality investment solutions, you will utilize your experience in financial services and sales to guide members effectively. Your contributions will be essential in growing the investment portfolio and achieving team objectives.

Key Responsibilities: • Offer knowledgeable and friendly investment advice • Promote a range of investment products and services • Develop and maintain effective relationships with members • Contribute to portfolio growth by achieving personal goals • Assist members during investment renewals and provide alternatives

Requirements: • Preferred post-secondary education in financial planning • Minimum of three years in financial services • Must hold a valid Mutual Funds License • Proven advanced sales and member service skills • Strong organizational and time management capabilities

Bring your expertise in financial planning and sales to Kawartha Financial Services and make a difference for our members. #J-18808-Ljbffr
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Kawartha Financial Investment Specialist Position • Winnipeg, Canada

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