Elevate your financial career as a Financial Services Representative at Kawartha Financial Services in Peterborough, ON. This full-time, in office role focuses on retail lending and member support.
This position requires a strong background in financial services, with a minimum of two years in consumer lending. You will need advanced sales skills and a commitment to providing excellent member service. Responsibilities include conducting interviews, advising on budgeting and investment, and managing personal lending processes.
Key Responsibilities:
• Specialize in retail lending and mutual fund solutions
• Anticipate member needs and transacting requests
• Conduct personal loan and mortgage interviews




• Adjudicate credit applications within limits
• Counsel members on budgeting and retirement planning
Requirements:
• Post-secondary education in business or finance preferred
• Minimum two years’ experience in consumer lending
• Advanced sales and member service skills
• Excellent organizational abilities
• Licensed in Mutual Funds preferred or commitment to obtain
Shape personal finance experiences by connecting with members at Kawartha Financial Services in Peterborough.
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📌 Financial Services Representative Peterborough
🏢 Kawartha Credit Union
📍 Peterborough