Investment Specialist

Updated: March 02, 2024 04:09 PM GMT

Full-time Job in Huntsville, Ontario

Kawartha Credit Union

Huntsville, ON, Canada

Investment Specialist (Permanent, Full-time)

Location: Huntsville, ON

Hours: Monday to Saturday, 40 hours per week

Rate of Pay: Dependent on experience

As an Investment Specialist you will provide needs-based advice based on discovery conversations, recommending investment products, services and solutions, including proprietary and third-party mutual funds, to support member goals and financial well-being. Specializing in the function of investment planning

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... More Detail