Join Kawartha Financial Services as a Financial Services Representative. This full-time, on-site 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 servicesConduct interviews for loans and lines of creditAdjudicate credit applications as per limitsCounsel members on financial planning and budgetingBuild and maintain solid relationships with membersRequirements:Post-secondary education with a focus on financeAt least two years in consumer lending experienceStrong sales and member service skillsExcellent organizational skillsMutual Funds License preferred, or commitment to obtainHelp members reach their financial goals with expert support at Kawartha Financial Services.#J-18808-Ljbffr

📌 Kawartha Financial Services Representative (Leeds and Grenville United Counties)
🏢 Kawartha Financial Services
📍 Leeds and Grenville United Counties