Posted 7 hours ago
Financial Services Representative - Remote
@ Kawartha Financial Services
Peterborough, Ontario
Overview
Kawartha Financial Services is hiring a full-time Financial Services Representative to sell and deliver investment products and counsel members on budgeting, credit and retirement planning. The role is remote, with a 37.5-hour week Monday to Saturday, and the candidate must live within three hours of the Peterborough regional office. Pay is $900.47 to $1,448.91 per week, with a living wage, pension and medical and dental benefits.
Pay:
$900.47–$1,449 a week
Responsibilities:
- Sell and deliver investment products and services
- Advise members on budgeting, credit and retirement planning
- Grow the investment portfolio toward annual goals
- Monitor maturing investments and assist with renewals
- Identify new sales and membership opportunities
Requirements summary:
- Two years of sales, service or investment administration experience
- Active Mutual Funds License
- Advanced member service and sales skills
- Strong organizational and time management skills
- Post-secondary education in business or financial planning (asset)
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-11-06
- First seen by our source
- 2026-11-06
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Schedule | day, weekends |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Mutual Funds License |
| Education | College diploma (preferred) |
| Fields of study | Business, Financial planning |
| Perks mentioned | Generous paid time off, Retirement plan |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Kawartha Financial Services
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
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.
- LinkedIn followers
- 5,693
- People associated on LinkedIn
- 287
- Reported office locations
- 14 Hunter Street East, Peterborough, Ontario K9J 7B2, CA
- Business categories
- Wealth Management
- Banking
- Financial Services
- Other recorded names
- Kawartha Financial Services
- Specialties
- Financial Planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Peterborough, Ontario |
| Organization type | Privately Held |
| Specialties | Financial Planning |
| Open jobs on Jobsy | 3 |
| View 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: $900.47 - $1,448.91 per week
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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