Financial Services Representative

Elevate your career with Kawartha Financial Services as a Financial Services Representative in Cornwall, ON. This full-time role focuses on retail lending, mutual funds, and excellent member service.

This position, based at the Cornwall Branch, involves a blend of retail lending and investment advisory services. You will engage in member interviews for personal loans and mortgages, providing tailored financial advice. Candidates with a strong background in finance are encouraged to apply for this dynamic role.

Key Responsibilities:

• Specialize in retail lending and mutual fund solutions

• Conduct member interviews for personal loans and mortgages

• Adjudicate credit applications within assigned limits

• Deliver needs-based advice on budgeting and investment

• Establish strong relationships through excellent member service

Requirements:

• Post-secondary education in business or finance

• Minimum two years' experience in consumer lending

• Strong member service and sales skills

• Excellent organizational and time management abilities

• Commitment to obtain Mutual Funds License

Bring your expertise in financial services to help members achieve their goals at Kawartha Financial Services.