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 solid 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
Robust 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.