Elevate your career with Kawartha Financial Services as a Financial Services Representative in Cornwall, ON. This full time role focuses on retail lending, mutual funds, and excellent member service. This position, based at the Cornwall Branch, involves a blend of retail lending and investment advisory services.
You will engage in member interviews for personal loans and mortgages, providing tailored financial advice. Candidates with a strong background in finance are encouraged to apply for this dynamic role. Key Responsibilities:
- Specialize in retail lending and mutual fund solutions
- Conduct member interviews for personal loans and mortgages
- Adjudicate credit applications within assigned limits
- Deliver needs-based advice on budgeting and investment
- Establish strong relationships through excellent member service Requirements:
- Post-secondary education in business or finance
- Minimum two years' experience in consumer lending
- Strong member service and sales skills
- Excellent organizational and time management abilities
- Commitment to obtain Mutual Funds License Bring your expertise in financial services to help members achieve their goals at Kawartha Financial Services.