Kawartha Financial Services Role

Join Kawartha Financial Services as a Financial Services Representative in Peterborough, ON, specializing in retail banking. This full-time, on-site position emphasizes member engagement and financial guidance.

Ideal candidates should possess expertise in consumer lending, with at least two years of comprehensive experience. You will handle the personal lending process while providing tailored advice on budgeting and investing. Establish strong relationships with members through exceptional service and support.

Key Responsibilities:

• Guide members in achieving financial objectives

• Conduct interviews for loans and mortgages

• Prepare necessary documentation and perform credit analysis

• Adjudicate assigned credit applications efficiently

• Offer needs-based advice on financial matters

Requirements:

• Education in business or financial planning is an asset

• At least two years’ consumer lending experience

• Strong member service and sales skills

• Effective organizational and time management skills

• Mutual Funds License required or willing to obtain

Engage and support members with their financial needs at Kawartha Financial Services in Peterborough.
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