Investment Specialist
Back to SearchPrint

Investment Specialist

Posted on 02-Jan-2019 by Kawartha Credit Union
Location Parry Sound, Burk’s Falls

Job Description:

 As an Investment Specialist, you will be:

  • Recommending solutions which will enable our members to achieve their personal financial objectives
  • Providing knowledgeable and friendly advice regarding investment options
  • Establishing 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 Details
Job Requirements

Instructions for Applying:

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 “18-PW-52” to;

Human Resources Department
14 Hunter Street East
Station Main, P.O. Box 116
Peterborough, ON K9J 6Y5

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