Kawartha Financial Services

Support Services Specialist - Investments

📍 Location
peterborough, on
⏰ Job Type
Full-time
📅 Posted
June 08, 2026
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Job 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...

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