Financial Services Representative

Kawartha Financial Services

. Specialize in investments, and sell and deliver all investment products and services .

Posted 11/6/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$900 - CA$1,449 per weekWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment products and services, with a strong focus on member relationship management and needs-based financial advice. Proven ability to achieve sales targets and contribute to portfolio growth while providing exceptional member service.

Highest-signal resume keywords

Investment Products SalesMember Relationship ManagementMutual Funds LicenseSales ExperienceFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdministrationPortfolio Growth StrategiesNeeds-Based Financial AdviceCredit ManagementFamily BudgetingSales GenerationRenewal Monitoring

Soft Skills

Organizational SkillsTime ManagementExcellent Member Service

Certifications & Qualifications

Mutual Funds License

Industry Keywords

Investment PortfolioCredit Union ObjectivesBusiness OpportunitiesSales TargetsPost-Secondary Education

About the role

Key responsibilities & impact

Specialize in investments, and sell and deliver all investment products and services
Contribute to investment portfolio growth by attaining annual individual goals and objectives
Assist with developing business opportunities to establish a profitable investment portfolio aligned with credit union objectives
Anticipate and determine members' needs
Process member requests or refer members to the suitable service area
Provide needs-based advice and counsel members on family budgeting, credit management, and investment/retirement planning
Identify opportunities to generate sales and new members
Monitor renewals of maturing investments
Provide appropriate notice, advise members of alternative options, and assist with renewals
Establish and maintain effective member relationships through excellent member service
Perform other duties as needed or assigned

Requirements

What you’ll need

Must reside within three hours of Kawartha Financial Services' Regional Office in Peterborough, ON
Minimum of two years of sales, service and 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
Post-secondary education with emphasis in business or financial planning would be an asset

Benefits

Comp & perks

Generous vacation time
Comprehensive medical and dental benefits
Pension Plan
Focus on employee well-being
Dedication to your learning and development
Employee recognition program
Supportive work environment
Guaranteed living wage