Investment Specialist
Job in
Huntsville, Barrie, Ontario, L9J, Canada
Listing for:
Kawartha Credit Union
Full Time
position
Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 1050 - 1543 CAD Weekly
CAD
1050.00
1543.00
WEEK
Job Description & How to Apply Below
Location: HuntsvilleInvestment Specialist (Permanent, Full-time)
Location: Huntsville, ON
Hours: Monday to Saturday, 40 hours per week
Rate of Pay: $1,050.94 - $1,543.76 per week (plus applicable benefits)
As an Investment Specialist, 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.Promote, sell and deliver all investment products and services, including third party mutual funds.Provide effective portfolio management.Establish and maintain effective relationships with members.Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.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 preferredMinimum 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 skillsAt Kawartha Financial Services 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!
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