Investment Specialist in Bracebridge

Elevate financial services at Kawartha Financial Services as an Investment Specialist. In this full-time role, deliver tailored investment planning and exceptional member support.

Located in Bracebridge, ON, the Investment Specialist will recommend solutions that help members achieve their financial goals. With a focus on investment products and friendly guidance, this position requires an understanding of effective portfolio management, as well as strong sales aptitude. You’ll also foster relationships and contribute to growing the investment portfolio while advising on maturing investments.

Key Responsibilities:
• Recommend tailored financial solutions for member objectives
• Provide expert advice on diverse investment options
• Promote and deliver investment products and services
• Manage client investment portfolios effectively
• Establish lasting relationships with members

Requirements:
• Post-secondary edu...