Financial Services Representative

Financial Services Representative (Permanent, Full-time)

Location: The successful candidate must reside within three hours of Kawartha Financial Services' Regional Office in Peterborough, ON.

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $900.47 - $1,448.91 per week 

Compensation:

Compensation for this position is determined by skills, experience, and education. It is aligned with the location's market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range. Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process. 

As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes: 

• Generous vacation time


• Comprehensive medical and dental benefits


• Pension Plan


• Focus on employee well-being


• Dedication to your learning and development


• Celebrating your achievements through our employee recognition program


• Supportive work environment

As a Financial Services Representative, you will:

• Specialize in investments, 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 with the corporate objectives of the credit union


• Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.


• Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.


• Identify opportunities to generate sales and new members.


• Monitor the renewal of maturing investments. Ensure members receive appropriate notice, advising of alternative options and assist with renewals.


• Establishing and maintaining effective relationships with members by providing excellent member service.


• Perform other duties as needed or assigned. 

Qualifications:

• Post-secondary education with emphasis in business or financial planning would be an asset


• A minimum of two years of sales, service an investment administration and/or sales experience


• Advanced member service and sales skills


• Excellent organizational and time management skills


• Mutual Funds License, active and in good standing


• Willingness to complete additional educational components as required

We are committed to a safe, healthy, accessible and inclusive workplace that values differences and treats everyone with respect.  We are dedicated to a recruitment process that is fully accessible to all candidates.  If you require accommodation or support at any stage, please advise the HR Talent Specialist to let us know how we can help. 

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, apply now!