Retail Lending and Advisory Specialist

Location: Brockville

Drive impactful financial solutions as a Financial Services Representative with Kawartha Financial Services. This role merges retail lending expertise with mutual fund recommendations for member success.

In this dual-role position, you'll manage retail lending operations while advising on mutual funds. By understanding members' needs, you'll facilitate loan requests and provide essential financial counseling. Strong organizational skills and a client-focused approach are critical for success in this role.

Key Responsibilities:

• Identify personal loan and credit needs of members

• Process lending applications and prepare necessary documents

• Conduct credit analysis and application adjudication

• Provide financial advice on budgeting and retirement

• Assist Northern District branches with member needs

Requirements:

• Post-secondary education with a focus on business or finance

• Two years' experience in consumer lending

• Proven member service and sales capabilities

• Preferred mutual funds license or commitment to obtain

• Eagerness to pursue further educational opportunities

Enhance lives through exceptional service and lending strategies at Kawartha Financial Services.
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