Financial Services Advisor at Kawartha

Location: Bancroft

Drive financial wellness as a Financial Services Advisor at Kawartha Financial Services in Bancroft, Ontario. This position emphasizes retail lending and mutual fund expertise while enhancing member experiences.

We are looking for professionals with experience in consumer lending and a passion for helping others. In this role, you will conduct interviews for personal loans and facilitate the lending process—including documentation and credit reviews. Empathy and adept member service skills will allow you to provide customized financial advice that helps members plan for their future.

Key Responsibilities:

• Meet with members to discuss lending options

• Guide clients through mortgage and loan applications

• Prepare necessary documentation for loans

• Analyze credit and support financial advice

• Maintain effective member service relationships

Requirements:

• Minimum two years of experience in lending

• Post-secondary education in a financial field is advantageous

• Must be committed to obtaining a Mutual Funds License

• Demonstrated time management and organizational skills

• Strong sales acumen and member service ability

Support members in achieving their financial goals with Kawartha Financial Services.
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