Retail Banking Advisor: Lending & Investments

Kawartha Credit Union Limited; Bracebridge; Remote; CAD 47,000 - 82,000; Full time

Benefits offered by this job

Generous vacation time

Pension Plan

Focus on employee well-being

Learning and development

Employee recognition program

Supportive work environment

Job summary

Kawartha Credit Union Limited in Bracebridge, ON is seeking a Financial Services Representative to support retail lending and mutual funds, helping members achieve their personal financial goals. The role involves interviewing members, processing loans, and offering financial advice.

Travel to branches in the Northern District may be required. The position is full-time on-site at Bracebridge, with a compensation package aligned to market data and a strong living-wage commitment.

Qualifications

• Post-secondary education with emphasis in business or financial planning would be an asset.
• A minimum of two years’ comprehensive experience in consumer lending.
• Advanced member service and sales skills.
• Excellent organizational and time management skills.
• Mutual Funds License is preferred; or a commitment to obtaining within 6 months of start date.
• Willingness to complete additional educational components as required.

Responsibilities

• Take on a dual role specializing in retail lending and a focus on mutual funds, recommending solutions to achieve members’ financial objectives.
• Anticipate and determine the needs of members. Transact requests or refer the member to the suitable service area.
• Conduct member interviews (personal loans, lines-of-credit and mortgages), and support the full personal lending process; including documentation preparation, credit analysis & payout.
• Adjudicate credit applications that are within assigned lending limits.
• Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.
• Establishing and maintaining effective relationships with members by providing excellent member service.
• Travel to and support branches within the Northern District on an as-needed basis.

Skills

Consumer lending experience

Member service

Sales skills

Organizational and time management

Education

Post-secondary education in business or financial planning

Mutual Funds License preferred or commitment to obtaining

Job description

Kawartha Credit Union Limited in Bracebridge, ON is seeking a Financial Services Representative to support retail lending and mutual funds, helping members achieve their personal financial goals. The role involves interviewing members, processing loans, and offering financial advice.

Travel to branches in the Northern District may be required. The position is full-time on-site at Bracebridge, with a compensation package aligned to market data and a strong living-wage commitment.