Financial Services Representative - Investments (Remote)

Kawartha Credit Union • Peterborough, Ontario • Posted June 23, 2026

About the Role

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...