Financial Services Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• Focus on investment specialization, selling, and delivering a wide range of investment products and services.

• Contribute to the growth of investment portfolios by achieving individual annual goals and objectives.

• Aid in the development of business opportunities to create a profitable investment portfolio that aligns with the credit union's objectives.

• Anticipate and identify the needs of members.

• Handle member requests or direct them to the appropriate service area.

• Offer needs-based advice and counsel members on family budgeting, credit management, and investment or retirement planning.

• Recognize opportunities to generate sales and attract new members.

• Oversee the renewals of maturing investments.

• Provide timely notifications, inform members of alternative options, and assist with the renewal process.

• Build and maintain strong member relationships through exceptional service.

• Carry out additional duties as required or assigned.

⛳️ Requirements

• Must live within a three-hour radius of Kawartha Financial Services' Regional Office in Peterborough, ON.

• At least two years of experience in sales, service, and investment administration or sales.

• Strong skills in member service and sales.

• Exceptional organizational and time management abilities.

• Active Mutual Funds License in good standing.

• Openness to completing further educational requirements as needed.

• Post-secondary education with a focus on business or financial planning is considered an asset.

🏝️ Benefits

• Generous vacation allowance.

• Comprehensive medical and dental coverage.

• Pension plan.

• Emphasis on employee well-being.

• Commitment to your ongoing learning and development.

• Employee recognition program.

• Supportive work environment.

• Guaranteed living wage.