Develop member-focused investment strategies as an Investment Specialist with Kawartha Financial Services in Kingston, ON. Use your skill set to deliver tailored financial advice and support.
In this permanent, full-time role, you'll leverage three years of experience in financial services to recommend investment solutions. The ideal candidate enjoys establishing relationships, advising on investment options, and promoting various products, including mutual funds. Organizational and member service skills are crucial to excel in this supportive workplace.
Key Responsibilities:
• Recommend effective investment strategies for members' goals
• Advise on diverse investment products with clarity
• Foster and maintain strong member relationships
• Drive the growth of the investment portfolio
• Guide members through renewing maturing investments
Requirements:
• Minimum of three years in financial services sector
• Demonstrated experience in sales and investment ad...