Financial Services Professional

3 weeks ago

Kingston upon Thames, Greater London, United Kingdom Kawartha Credit Union Limited Full time
{"title":"Investment Advisor - Wealth Management","description":"Investment Advisor - Wealth Management

We are seeking a skilled Investment Advisor to join our team at Kawartha Credit Union Limited. As an Investment Advisor, you will be responsible for providing expert financial guidance to our members, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Conduct personal interviews with clients to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Provide expert advice on investment products, including stocks, bonds, and mutual funds.
  • Sell critical illness insurance and long-term care benefits to clients.
  • Provide ongoing support and guidance to clients to help them achieve their financial goals.

Requirements:

  • Post-secondary education with a focus on financial planning or management.
  • Minimum of two years of experience as a Financial Planner.

About Kawartha Credit Union Limited:

Kawartha Credit Union Limited is a growing organization that values diversity and inclusion. We are committed to providing a barrier-free recruitment and selection process to all applicants.

If you are a motivated and experienced Investment Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.

","requirements":"Requirements

To be successful in this role, you will need:

  • Post-secondary education with a focus on financial planning or management.
  • Minimum of two years of experience as a Financial Planner.

What We Offer:

  • A competitive salary and commission-based pay structure.
  • A comprehensive benefits package, including health and dental insurance.
  • A generous retirement plan.
","benefits":"Benefits

We offer a comprehensive benefits package, including:

  • Health and dental insurance.
  • A generous retirement plan.

Why Join Us:

  • Opportunity to work with a growing organization that values diversity and inclusion.
  • Competitive salary and commission-based pay structure.
  • Comprehensive benefits package.
","contact":"

If you are interested in this opportunity, please submit your application, including your resume and a cover letter, to [insert contact information].

","company":"Kawartha Credit Union Limited"}

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