Investment Specialist - Peterborough
- Peterborough, ON
- On-site
- Posted Jul 21, 2026
- 1 position
$1,070–$1,573 / week
Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Master’s degree
- Posting language
- English
- Working hours
- 38 hours per week
Job summary
The Investment Specialist will recommend financial solutions and provide expert advice to help members achieve their personal financial objectives. They are responsible for managing investment portfolios, promoting investment products, and maintaining strong member relationships.
Job details
Investment Specialist (Permanent, Full-time) Location: Peterborough, ON Hours: 37.5 hours per week, Monday to Saturday Rate of Pay: $55,625.96 - $81,802.76 annually Compensation: Compensation for this position is determined by skills, experience, and education. It is aligned with the locations 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 an Investment Specialist, you will: * Recommend solutions which will enable our members to achieve their personal financial objectives, specializing in the function of investment planning. * Provide knowledgeable and friendly advice regarding investment options. * Promote, sell and deliver all investment products and services, including third party mutual funds. * Provide effective portfolio management. * Establish and maintain effective relationships with members. * Contribute towards the growth of the investment portfolio by attaining individual goals and objectives and the development of business opportunities. * Monitor the renewal of maturing investments, ensuring that members receive appropriate notice, advising them of alternative options and assisting them with renewals. Qualifications: * Post-secondary education with emphasis in financial planning or management would be preferred * Minimum of three years of financial services industry experience * Minimum of three years of sales, service and investment administration and/or sales experience * Active and in good standing Mutual Funds License * Advanced member service and sales skills * Excellent organization and time management skills At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. 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!
What you’ll do
The Investment Specialist will recommend financial solutions and provide expert advice to help members achieve their personal financial objectives. They are responsible for managing investment portfolios, promoting investment products, and maintaining strong member relationships.
Requirements
Candidates should have at least three years of experience in the financial services industry, specifically in sales and investment administration. A post-secondary education in financial planning and an active Mutual Funds License are preferred.
Benefits
- Generous vacation time
- Comprehensive medical and dental benefits
- Pension plan
- Employee well-being program
- Learning and development opportunities
- Employee recognition program
Listed skills
- Time management · Preferred
- Customer service · Preferred
- Organization · Preferred
- Sales · Preferred
- Business development · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Investment planning
- Portfolio management
- Financial advice
- Sales
- Customer service
- Mutual funds
- Relationship management
- Time management
- Organization
- Business development
- Planning
- Management
- Investments
- Equities
- Financial Services
- Financial Planning
- Market Data
- Portfolio Management
- Time Management
- Advising
- Enthusiasm
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
- Investment Specialist
- Investment Banking Partner
- Finance Managers
- Financial Managers