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


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;

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