Investment Representative - Cobourg, Canada - Kawartha Credit Union

Kawartha Credit Union

Verified Company

Cobourg, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Investment Representative (Permanent, Full-time)

Location:
Cobourg, ON

Hours:
Monday to Saturday, 37.5 hours per week

Rate of Pay:
Dependent on experience

As an Investment Representative, you will:

Actively promote, sell and deliver all investment products and services.
Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis.
Assist with the development of business opportunities to establish a profitable investment portfolio within the corporate objectives of the credit union.
Identify and generate sales opportunities; cross sell all Credit Union products and services and participate in sales programs, telemarketing and initiatives to attain individual, branch and organizational goals.
Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals. In a similar nature, contact members when the aforementioned products have not been renewed or will be transferred out, to discuss options with them.
Complete appropriate documentation accurately in order to process and key in transactions and update records.
Complete Mutual Fund licensing requirements within six months of start date. Followed by or in conjunction with all internal training requirements applicable to Mutual Fund Sales.

Qualifications:

Postsecondary education with emphasis in financial planning or management would be preferred
Minimum of three years of financial services industry experience
Two years of sales, service and investment administration and/or sales experience
Working towards Mutual Funds License
Advanced member service and sales skills
Excellent organization and time management skills

At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others.

We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees.

If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.