Financial Services Representative - Investments (Remote)

Kawartha Credit Union · Peterborough, Ontario, Canada

Location

Peterborough

Job Type

Full Time

Posted

June 23, 2026

Job Description

Financial Services Representative (Permanent, Full-time)
Location: Remote Position. The successful candidate must reside within 3 hours of Kawartha Financial Services Regional Office, Peterborough, ON 

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: $900.47 - $1,448.91 per week (plus pension and applicable benefits)

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 ad...

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