Publié il y a 4 jours
Financial Services Representative - Remote
@ Kawartha Financial Services
Peterborough, Ontario
En bref
Kawartha Financial Services is hiring a full-time Financial Services Representative to sell and deliver investment products, grow the investment portfolio and advise members on budgeting, credit and retirement planning. The role is posted as remote, requires residence within three hours of the Peterborough Regional Office, and works 37.5 hours per week Monday to Saturday. Pay is $46,824.38 to $75,343.13 per year, with a living wage and a benefits package.
Salaire :
46 824 $–75 343 $ par année
Responsabilités :
- Sell and deliver investment products and services
- Advise members on budgeting, credit and retirement planning
- Monitor maturing investments and assist with renewals
- Identify sales opportunities and new members
- Build effective member relationships
Résumé des exigences :
- Two years of sales, service or investment administration experience
- Active Mutual Funds License
- Advanced member service and sales skills
- Excellent organizational and time management skills
- Post-secondary education in business or financial planning (asset)
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · ultipro
- Date publiée par l’employeur
- 2026-11-06
- Première détection par notre source
- 2026-11-06
- Mise à jour du dossier source
- 2026-11-09
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Développement des affaires |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 37.5 |
| Horaire | jour, fins de semaine |
| Déplacements | avion : aucun |
| Milieu de travail | Domicile |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Permis et certifications | Mutual Funds License |
| Formation | Collégial (DEC) (préféré) |
| Domaines d’études | Business, Financial planning |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Kawartha Financial Services
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Kawartha Financial Services serves over 50,000 members with online and mobile banking access and a network of 23 branches that extend from Cornwall to Parry Sound. With more than 70 years of history and a focus on service excellence, Kawartha delivers a full suite of competitive financial products and needs-based advice. Since 1998, Kawartha has supported the well-being of the communities we serve through our Community Involvement Program which has donated over $3 million in corporate donations. In addition, our dedicated employees volunteer their time and talents to many initiatives throughout the year. As of January 1, 2026, Kawartha Credit Union Limited has amalgamated with Libro Credit Union Limited. From this date, Kawartha Credit Union will operate as Kawartha Financial Services, a division of Libro Credit Union Limited.
- Abonnés LinkedIn
- 5 693
- Personnes associées sur LinkedIn
- 287
- Bureaux déclarés
- 14 Hunter Street East, Peterborough, Ontario K9J 7B2, CA
- Catégories d’activité
- Wealth Management
- Banking
- Financial Services
- Autres noms enregistrés
- Kawartha Financial Services
- Spécialités
- Financial Planning
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Kawartha Financial Services serves over 50,000 members with online and mobile banking access and a network of 23 branches that extend from Cornwall to Parry Sound. With more than 70 years of history and a focus on service excellence, Kawartha delivers a full suite of competitive financial products and needs-based advice. Since 1998, Kawartha has supported the well-being of the communities we serve through our…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 201-500 employees |
| Siège social | Peterborough, Ontario |
| Type d’organisation | Privately Held |
| Spécialités | Financial Planning |
| Offres sur Jobsy | 3 |
| Voir la page |
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: $46,824.38 - 75,343.13 per year
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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