Support Services Specialist - Investments
Kawartha Financial Services • peterborough, Canada
Role Description
Support Services Specialist - Investments (Temporary, Full-time)
Location: Peterborough, ON
Hours: 37.5 hours per week, Monday to Friday
Duration: Approximately September 2026 - November 2027
Rate of Pay: $900.47 - $1,324.22 per week (plus applicable benefits)
Position Description
- As the Support Expert in relation to all Registered and Non-registered products.
- Provide product/service recommendations and advice to Wealth Advisors.
- Act as an expert resource for training branch Staff and Managers on all investments products and participate in special projects as required.
- Provide Expert advice, documentation support and accurate processing according to FSCO and OSFI legislation for Wealth advisors.
- Provide advice, documentation support and accurate processing for specialty registered withdrawal i.e. homebuyers, transfer outs, marriage breakdow...