Investment Specialist

Kawartha Credit Union - Bancroft, ON (30+ days ago)

Apply Now

Location: Bancroft, ON
Hours: Monday to Saturday, 37.5 hours per week
Rate of Pay: Dependent on experience

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 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 Required
Post-secondary education with emphasis in financial planning or management would be preferred
Minimum of three years of financial services industry experience
Minimum of three years of sales, service and investment administration and/or sales experience
Active and in good standing Mutual Funds License
Advanced member service and sales skills
Excellent organization and time management skills
Job Reference Number


Closing Date

Open until filled

Job Location

Bancroft, 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 “20-PW-45” to;

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