Job Description
Join Kawartha Financial Services as a Full-Time Investment Consultant in Bracebridge, ON. Drive personal finance success with tailored investment recommendations and member engagement.
As an Investment Consultant, you will provide vital advice on investment options while promoting a range of investment products. Your role will involve maintaining effective relationships with members, aiding them in portfolio management, and ensuring their financial objectives are met. Contributing to the growth of the investment portfolio will be key, alongside monitoring maturing investments and offering alternatives.
Key Responsibilities:
• Recommend personalized financial solutions to members
• Advise on diverse investment products and options
• Manage and grow client investment portfolios
• Cultivate strong relationships with members
• Monitor maturing investments and guide renewals
Requirements:
• Educational background in financial planning preferred
• Three years of...
As an Investment Consultant, you will provide vital advice on investment options while promoting a range of investment products. Your role will involve maintaining effective relationships with members, aiding them in portfolio management, and ensuring their financial objectives are met. Contributing to the growth of the investment portfolio will be key, alongside monitoring maturing investments and offering alternatives.
Key Responsibilities:
• Recommend personalized financial solutions to members
• Advise on diverse investment products and options
• Manage and grow client investment portfolios
• Cultivate strong relationships with members
• Monitor maturing investments and guide renewals
Requirements:
• Educational background in financial planning preferred
• Three years of...