Join Kawartha Financial Services as a Financial Services Representative. This full-time, in office role focuses on retail lending and mutual funds while offering comprehensive member support.
In this role, you will utilize your experience in consumer lending to assist members with personal financial needs. Your responsibilities will include conducting interviews, recommending solutions, and managing credit applications. Join a team dedicated to fostering effective member relationships and achieving financial objectives.
Key Responsibilities:
• Support retail lending and mutual fund advisory services
• Conduct interviews for loans and lines of credit
• Adjudicate credit applications as per limits
• Counsel members on financial planning and budgeting
• Build and maintain strong relationships with members
Requirements:
• Post-secondary education with a focus on finance
• At least two years in consumer lending experience
• Strong sales and member service skills
• Excellent organizational skills
• Mutual Funds License preferred, or commitment to obtain
Help members reach their financial goals with expert support at Kawartha Financial Services.
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📌 Kawartha Financial Services Representative (Brockville)
🏢 Kawartha Financial Services
📍 Brockville