Investment Representative

Updated: March 29, 2024 01:25 AM GMT

Kawartha Credit Union

Cornwall, ON

Investment Representative (Permanent, Full-time)

Location: Cornwall, ON

Hours: 40 hours per week; Monday to Saturday

Rate of Pay: Dependent on experience

As an Investment Representative, you will:
• Actively promote, sell and deliver all investment products and services
• Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.
• Assist with the development of business opportunities to establish a profitable investment portfolio within the corporate objectives of the credit union.
• Identify and generate sales opportunities; cross sell all Credit Union products and services and participate in sales programs, telemarketing and initiatives to attain individual, branch and organizational goals.
• Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals. In a similar nature, contact members when the aforementioned... More Detail