Investment Representative - Cornwall

Position Name

Investment Representative (Temporary, Full-time)

Position Description

Location: Cornwall, ON
Hours: Monday to Saturday, 40 hours per week
Rate of Pay: Based on experience

As an Investment Representative you will be responsible for:

  • Recommending solutions which will enable our members to achieve their personal financial objectives.
  • Providing knowledgeable and friendly advice regarding investment options.
  • Establishing and maintaining effective relationships with members.
  • Contributing towards the growth of the investment portfolio by attaining individual goals and objectives.
  • Monitoring the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals.

Qualifications Required

  • Post-secondary education
  • Three years of financial services industry experience 
  • Two years of sales, service and investment administration and/or sales experience 
  • Good computer skills
  • Advanced interpersonal skills, including listening, oral and written skills 
  • Ability to make decisions, using sound judgement, for the benefit of both the Credit Union and members

Job Reference Number


Closing Date

Open until filled

Job Location

Cornwall, ON

How to Apply

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, please forward your resume outlining experience and qualifications, referencing “20-TW-20” to;

If contacted regarding a job opportunity, please advise 
if you require accommodation.