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Investment Specialist: Portfolios & Members Thrive

Job in Barrie, Ontario, P1H, Canada
Listing for: Kawartha Financial Services
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Position: Investment Specialist: Grow Portfolios & Members Thrive
A financial services provider is looking for an experienced Investment Specialist to offer investment planning solutions and build relationships with members. The ideal candidate should have a post-secondary education in financial planning and a minimum of three years of experience in financial services. You will provide expert advice on investment options and contribute to the growth of the investment portfolio.

This full-time role offers a competitive salary, generous vacation, and comprehensive benefits.
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