Dependent on experience As an InvestmentSpecialist, you will:
Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning; 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:
Post-secondary education with emphasis in financial planning or management would be preferred Minimum of three years of financial services industry experienceMinimum of three years of sales, service and investment administration and/or sales experienceActive and in good standing Mutual Funds LicenseAdvanced member service and sales skillsExcellent organization and time management skills At KawarthaCreditUnion diversity and inclusion are reflected in our core values and highlighted in our care for others.
We take pride in providing a workplace that appreciates difference and encourages respect.
We are committed to providing a culture that is accessible and inclusive for both our members and employees.
If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
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 apply now! KawarthaCreditUnion HuntsvilleOntario
