Full-Time Financial Services Representative
Kawartha Financial Services
Advance your career as a Financial Services Representative at Kawartha Financial Services in Peterborough, ON. Specialize in investment products while delivering exceptional member service in this full-time role.
Kawartha Financial Services seeks a dedicated Financial Services Representative to join their team. This permanent, full-time position focuses on investments and aims to grow the credit union's investment portfolio. You will engage with members, providing needs-based financial advice and identifying opportunities for sales and new memberships.
Key Responsibilities: • Specialize in selling and delivering investment products • Achieve individual goals to grow investment portfolio • Provide needs-based financial counseling to members • Establish effective relationships through excellent service • Monitor and assist with maturing investments and renewals
Requirements: • Post-secondary education in business or financial planning • Minimum of two years in sales or service experience • Advanced member service and sales skills • Active Mutual Funds License • Willingness for continuous educational development
Utilize your financial expertise and member service skills in a rewarding role at Kawartha Financial Services in Peterborough. #J-18808-Ljbffr
Kawartha Financial Services seeks a dedicated Financial Services Representative to join their team. This permanent, full-time position focuses on investments and aims to grow the credit union's investment portfolio. You will engage with members, providing needs-based financial advice and identifying opportunities for sales and new memberships.
Key Responsibilities: • Specialize in selling and delivering investment products • Achieve individual goals to grow investment portfolio • Provide needs-based financial counseling to members • Establish effective relationships through excellent service • Monitor and assist with maturing investments and renewals
Requirements: • Post-secondary education in business or financial planning • Minimum of two years in sales or service experience • Advanced member service and sales skills • Active Mutual Funds License • Willingness for continuous educational development
Utilize your financial expertise and member service skills in a rewarding role at Kawartha Financial Services in Peterborough. #J-18808-Ljbffr
Reference: WJ-3875_13330537