Investment Specialist

Kawartha Financial Services; Peterborough; On-site; CAD 56,000 - 82,000; Full time

Benefits offered by this job

Generous vacation time

Comprehensive medical and dental

Pension Plan

Employee well-being focus

Learning and development

Employee recognition program

Supportive work environment

Job summary

Kawartha Financial Services is seeking an Investment Specialist in Peterborough, ON to advise members on investment options, promote products, and manage portfolios. The role is full‑time and permanent, with a focus on delivering comprehensive financial planning services.

The ideal candidate will have a post-secondary foundation in financial planning or management, plus 3+ years in financial services and sales. The position offers a robust benefits package within a living-wage employer framework.

Qualifications

• Post-secondary education with emphasis in financial planning or management preferred.
• Minimum of three years in financial services industry.
• Minimum of three years of sales, service and investment administration and/or sales experience.

Responsibilities

• Recommend investment solutions to help members achieve personal objectives.
• Provide knowledgeable and friendly advice on investment options.
• Promote, sell and deliver investment products and services, including third-party mutual funds.
• Provide effective portfolio management.
• Establish and maintain relationships with members.
• Support growth of investment portfolio and renewals.

Skills

Sales experience

Customer service

Time management

Organization skills

Education

Post-secondary education in financial planning/management

Job description

Investment Specialist (Permanent, Full-time)

Location: Peterborough, ON

Hours: Monday to Saturday, 37.5 hours per week

Rate of Pay: $1,069.73 - $1,573.13 per week (plus pension and applicable benefits)

Compensation

Compensation for this position is determined by skills, experience, and education. It is aligned with the locations 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 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.
• Promote, sell and deliver all investment products and services, including third party mutual funds.
• Provide effective portfolio management.
• Establish and maintain effective relationships with members.
• Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities.
• Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.

Qualifications

• Post-secondary education with emphasis in financial planning or management would be preferred
• Minimum of three years of financial services industry experience
• Minimum of three years of sales, service and investment administration and/or sales experience
• Active and in good standing Mutual Funds License
• Advanced member service and sales skills
• Excellent organization and time management skills

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.