Senior Financial Analyst managing treasury operations, cash forecasting, liquidity, and corporate finance at JD Power. Supporting the automotive data and analytics company’s reporting, modeling, and capital markets initiatives.
KS
Financial Services Representative – Investments
Posted last month
About the role
- Remote Financial Services Representative selling investment products and advising credit union members. Growing investment portfolios through needs-based financial guidance, sales, and renewals.
Responsibilities
- Specialize in investments, selling and delivering all investment products and services
- Contribute to investment portfolio growth by attaining individual annual goals and objectives
- Assist with developing business opportunities to establish a profitable investment portfolio aligned with corporate objectives
- Anticipate and determine members' needs
- Transact requests or refer members to suitable service areas
- 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 renewal 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
- A 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
- Successful candidate must reside within 3 hours of Kawartha Financial Services Regional Office, Peterborough, ON
- Monday to Saturday availability
- 37.5 hours per week
Benefits
- Pension
- Applicable benefits
- Accessible and inclusive workplace
- Accommodation during the recruitment and selection process
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No Education Requirement
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