Investment Specialist
Kawartha Credit Union
Peterborough, ON
Location: Peterborough, ON
Hours: Monday to Saturday, 40 hours per week
Rate of Pay: $975.83 to $1,246.41 weekly (plus applicable benefits)

We are looking for individuals to work virtually from our corporate office as well as support our Mobile Solutions Centre.

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 maintaining effective relationships with members.
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
Mutual Funds License or Canadian Securities License
Advanced member service and sales skills
Excellent organization and time management skills
Job Reference Number

19-PW-47

Closing Date

Open until filled

Job Location

Peterborough, ON.

How to Apply
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, please forward your resume outlining experience and qualifications, referencing “19-PW-47” to; humanresources@kawarthacu.com

If contacted regarding a job opportunity, please advise
if you require accommodation.