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

20-TW-20

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; humanresources@kawarthacu.com

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