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Added 7 mins ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…roles, including job profiles, Sales Professional and Sales Representative tracks and levels, default job titles, and business title…
Added 7 mins ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…roles, including job profiles, Sales Professional and Sales Representative tracks and levels, default job titles, and business title…
Added 37 mins ago
TM
Wireless Sales Representative
The Mobile Shop
Pitt Meadows, BC
- Full-time
…milestones. Our Maternity Leave Top‑Up Program provides additional financial support so you can focus on what matters most: your growing…
Added 37 mins ago
TM
Wireless Sales Representative (Bilingual Preferred)
The Mobile Shop
AB · Edmonton, AB
- Full-time
…milestones. Our Maternity Leave Top‑Up Program provides additional financial support so you can focus on what matters most: your growing…
Added 1 hour ago
U
Intermediate Accountant
Univerus
Toronto, ON · North York, ON
- $50,000 to $65,000 CAD / year
- Full-time
Act as the finance representative for the assigned Business Unit, ensuring compliance with Univerus’ financial policies and procedures.
Added 1 hour ago
DC
Team Leader, Deployed Operations
Defence Construction Canada
Ottawa, ON
- Full-time
The duties and responsibilities listed below are representative but not all-inclusive:
Added 1 hour ago
TL
AP Associate
TruckPro, LLC
AB · Alberta, Canada
- Full-time
…invoices, reconcile vendor accounts, and maintain organized financial records for the…
Added 4 hours ago
I
OPERATOR-BUILDING
IFMA
Mississauga, ON
- Full-time
…enforcement agencies, if required, education credentials, credit and financial inquiries, and personal and work…
Added 4 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 4 hours ago
Enterprise Architect (2 positions)
Innovation and New Technology
Winnipeg, MB
Added 5 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - Mississauga, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 5 hours ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 5 hours ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 5 hours ago
Asset Performance and Reliability Engineer
Public Service Delivery
Winnipeg, MB
Added 5 hours ago
T
Bilingual (FR/EN) Contact Centre Representative - Canadian Banking, Credit Cards
TD
Montreal, QC
- Full-time
…our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several…
Added 6 hours ago
GO
Fire Ranger 2 - Initial Attack Crew Member
Government of Manitoba
Lac du Bonnet, MB
- Full-time
Added 6 hours ago
D
Business Development Representative II (Public Sector)
Dayforce
Canada
- Full-time
The Business Development Representative II (Public Sector) plays a critical role in building the pipeline that drives our public sector growth. You’ll partner with Public Sector Account…
Added 6 hours ago
GO
District Clerk
Government of Manitoba
Riverton, MB
- Part-time
Maintain financial records including budget tracking and financial reporting.
Added 6 hours ago
MC
Senior Sales Representative - KYC Solutions
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Toronto, ON
- Full-time
7+ years of experience in Know Your Customer (KYC), Anti-Money Laundering (AML), financial crime, compliance technology, data, software as a service (SaaS), enterprise software, or a…
Added 6 hours ago
GO
Central Bank Financial Officer
Government of Manitoba
Winnipeg, MB
- Full-time
Manitoba Justice is seeking a qualified candidate to fill the position of a Central Bank Financial Officer in Winnipeg.
Added 6 hours ago
GO
Senior Project Manager and Project Manager
Government of Manitoba
Winnipeg, MB
- Full-time
Added 6 hours ago
GO
Enterprise Architect (2 positions)
Government of Manitoba
Winnipeg, MB
- Full-time
Added 6 hours ago
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Asset Performance and Reliability Engineer
Government of Manitoba
Winnipeg, MB
- Full-time
Added 6 hours ago
LG
President & CEO
Lotus Group
AB · Edmonton, AB
- Full-time
Ensure strong governance practices, financial oversight, and effective management of organizational resources.
Added 6 hours ago
Associate Wealth Advisor
First West
Chilliwack, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…

Kawartha Financial Services

Financial Services Representative - Remote

Peterborough, ON, K9J 6Y5, Canada

Rate of Pay: $900.47 - $1,448.91 per week · Full-time

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Job details

Pay: Rate of Pay: $900.47 - $1,448.91 per week
Job type: Full-time
Working hours: 37.5 hours per week
Posting language: English
Posted: Nov 6, 2026

Original job description

Financial Services Representative (Permanent, Full-time)

Location: The successful candidate must reside within three hours of Kawartha Financial Services' Regional Office in Peterborough, ON.

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $900.47 - $1,448.91 per week

Compensation:

Compensation for this position is determined by skills, experience, and education. It is aligned with the location's market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range. Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.

As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes:

Generous vacation time
Comprehensive medical and dental benefits
Pension Plan
Focus on employee well-being
Dedication to your learning and development
Celebrating your achievements through our employee recognition program
Supportive work environment

As a Financial Services Representative, you will:

Specialize in investments, 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 with the corporate objectives of the credit union
Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.
Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.
Identify opportunities to generate sales and new members.
Monitor the renewal of maturing investments. Ensure members receive appropriate notice, advising of alternative options and assist with renewals.
Establishing and maintaining effective relationships with members by providing excellent member service.
Perform other duties as needed or assigned.

Qualifications:

Post-secondary education with emphasis in business or financial planning would be an asset
A minimum of two years of sales, service an investment administration and/or sales experience
Advanced member service and sales skills
Excellent organizational and time management skills
Mutual Funds License, active and in good standing
Willingness to complete additional educational components as required

We are committed to a safe, healthy, accessible and inclusive workplace that values differences and treats everyone with respect. We are dedicated to a recruitment process that is fully accessible to all candidates. If you require accommodation or support at any stage, please advise the HR Talent Specialist to let us know how we can help.

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, apply now!

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More about this job

Responsibilities

The Financial Services Representative will specialize in investment products, manage member portfolios, and provide financial advice on budgeting and retirement planning. They are responsible for identifying new business opportunities and maintaining effective relationships with members to achieve growth objectives.

Requirements

Candidates must have at least two years of experience in sales, service, or investment administration and hold an active Mutual Funds License. Post-secondary education in business or financial planning is considered an asset.

Skills

Investment sales
Financial planning
Member service
Business development
Credit management
Retirement planning
Time management
Organizational skills
Investment administration

Benefits

Vacation time
Medical benefits
Dental benefits
Pension plan
Employee well-being program
Learning and development
Employee recognition program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investments
Mutual Funds License
Business Development
Credit Management
Retirement Planning
Portfolio Growth
Member Service
Financial Planning
Sales
Investment Administration
Budgeting
Credit Union

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