Financial Services Representative - Cornwall

Kawartha Financial Services; Higher Trekenning; Vor Ort; GBP 25.000 - 43.000; Vollzeit

Benefits dieser Stelle

Generous vacation time

Pension Plan

Focus on employee well-being

Learning and development

Zusammenfassung

Kawartha Financial Services is seeking a Financial Services Representative for our Cornwall, ON location. This full‑time, on‑site role blends retail lending with mutual funds advisory to help members achieve their personal financial objectives.

Working hours are 37.5 per week, Monday to Saturday, with a competitive starting compensation and comprehensive benefits. You will assess member needs, process lending requests (personal loans, lines of credit and mortgages), provide needs‑based advice,

Qualifikationen

• 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.

Aufgaben

• Recommend lending and mutual fund solutions to help members reach financial goals.
• Assess member needs and refer to the appropriate service area.
• Conduct interviews for personal loans, lines of credit and mortgages, and support the full personal lending process; including documentation, credit analysis & payout.
• Adjudicate credit applications within assigned lending limits.
• Provide needs-based advice on budgeting, credit management and retirement planning.
• Establish and maintain relationships with members through excellent service.
• Travel to and support branches in the Eastern District as needed.

Kenntnisse

Member service

Sales skills

Organization

Time management

Ausbildung

Post-secondary education in business or financial planning

Jobbeschreibung

Job Category: Retail Banking

Requisition Number: FINAN001656

• Posted : October 14, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Cornwall Branch
Cornwall, ON K6J, CAN

Description

Location: Cornwall, ON

Hours:37.5 hours per week, Monday to Saturday

Rate of Pay: $46,824.44 - $81,802.76 annually

Compensation:

Compensation for this position is determined by skills, experience, and education. It is aligned with the location's market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range. Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.

As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes:

• Generous vacation time
• Pension Plan
• Focus on employee well-being
• Dedication to your learning and development
• Celebrating your achievements through our employee recognition program
• Supportive work environment

As a Financial Services Representative, you will:

• Take on a dual role specializing in retail lending and a focus on mutual funds, recommending solutions which will enable our members to achieve their personal financial objectives.
• Anticipate and determine the needs of members. Transact request 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 Eastern District on an as-needed basis.

This role may be filled at different levels, the successful candidate will be placed accordingly based on their experience. We welcome applicants with a financial services background who are looking to grow into an advisory role.

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

At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.