Job Description
Join Kawartha Financial Services as an Investment Specialist in Kingston, ON. This full-time role emphasizes investment planning and member relationship building.
In this position, you will recommend effective investment solutions tailored to client needs. Your role involves advising clients on various investment options and managing their portfolios while promoting investment products, including mutual funds. You'll focus on growing the investment portfolio and providing exceptional service.
Key Responsibilities: • Recommend tailored solutions for client financial objectives • Offer knowledgeable advice on investment products • Promote and deliver diverse investment services • Provide effective management of client portfolios • Build and maintain strong relationships with members
Requirements: • Post-secondary education in financial planning or management preferred • At least three years in financial services or sales • Active Mutual Funds License • Advanced...
In this position, you will recommend effective investment solutions tailored to client needs. Your role involves advising clients on various investment options and managing their portfolios while promoting investment products, including mutual funds. You'll focus on growing the investment portfolio and providing exceptional service.
Key Responsibilities: • Recommend tailored solutions for client financial objectives • Offer knowledgeable advice on investment products • Promote and deliver diverse investment services • Provide effective management of client portfolios • Build and maintain strong relationships with members
Requirements: • Post-secondary education in financial planning or management preferred • At least three years in financial services or sales • Active Mutual Funds License • Advanced...