22 Oct
|
Kawartha Financial Services
|
Canada
22 Oct
Kawartha Financial Services
Canada
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
• 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.
📌 Financial Services Representative in Cornwall (Canada)
🏢 Kawartha Financial Services
📍 Canada