Financial Services Representative - Investments (Remote)

Kawartha Credit Union Limited; Peterborough; Hybrid; CAD 41,000 - 66,000; Full time

Job summary

Kawartha Credit Union Limited is seeking a Financial Services Representative - Investments (Remote). The role concentrates on delivering investment products and services remotely within Canada, with eligibility to reside within 3 hours of Peterborough, ON.

The position requires 37.5 hours per week. The successful candidate will grow the investment portfolio and provide needs-based advice on budgeting, credit management and retirement planning, while building strong member relationships through

Qualifications

• Post-secondary education with emphasis in business or financial planning would be an asset.
• Minimum of two years of sales, service and/or 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.

Responsibilities

• Specialize in investments and deliver all investment products and services.
• Contribute to portfolio growth by meeting annual goals and objectives.
• Develop profitable investment portfolios aligned with corporate objectives.
• Assess members’ needs and refer to appropriate service areas.
• Provide needs-based advice on budgeting, credit management and retirement planning.
• Identify opportunities to generate sales and new members.
• Monitor and renew maturing investments with notice and alternatives.
• Establish and maintain strong member relationships with excellent service.
• Perform other duties as assigned.

Skills

Sales experience

Investment products

Member service

Time management

Organizational skills

Education

Post-secondary education in business/financial planning

Job description

Financial Services Representative - Investments (Remote)

Job Category: Retail Banking

Requisition Number: FINAN001643

• Posted : September 18, 2026
• Full-Time
• Remote

Locations

Showing 1 location

Hunter Street Office
Peterborough, ON K9J6Y5, CAN

Description

Location: Remote Position. The successful candidate must reside within 3 hours of Kawartha Financial Services Regional Office, Peterborough, ON

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $900.47 - $1,448.91 per week (plus pension and applicable benefits)

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

At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

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,