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Added 6 mins ago
KP
Elementary Permanent (6.03) - Lakefield District PS - Core French - 0.16 FTE - (FSL., Qualifications Required)
Kawartha Pine Ridge District School Board
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- Contract
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Added 6 mins ago
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Added 6 mins ago
G
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Added 6 mins ago
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Added 7 mins ago
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Added 7 mins ago
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Added 21 mins ago
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Added 52 mins ago
KF
Financial Services Representative - Remote
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- Full-time
Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.
Added 52 mins ago
H
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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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