Association canadienne-française de l’Ontario, Conseil régional des Mille-Îles
Kawartha Credit Union
Publié
novembre 1, 2019
Catégories
Type d'emploi
Duration / Durée
Permanent
Salary / Salaire
Dependent on experience
Hours / Heures
Monday to Saturday, 37.5 hours per week
How to Apply / Comment appliquer
By Email/ Par courriel
Please Specify / Veuillez spécifier (e.g. info@acfomi.org)
humanresources@kawarthacu.com
Advertised until / Annoncé jusqu'au
2020-05-01
City / Ville
Kingston

Description

As an Investment Specialist, you will:

  • Recommend solutions which will enable our members to achieve their personal financial objectives;
  • 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

Skills & Experience / Compétences & expérience

The successful individual will have:

-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
-Active and in good standing Mutual Funds License or Canadian Securities License
-Advanced member service and sales skills
-Excellent organization and time management skills

Other Comments / Autres commentaires

Job Reference Number
19-PW-61

Job Location
Eastern District (Cornwall/Brockville/Kingston)

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 “19-PW-61” to; humanresources@kawarthacu.com

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

Comments / Commentaires

Eastern District (Cornwall/Brockville/Kingston)

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