Financial Service Representative (Fulltime)
$900.47 - $1573.13 per weekKawartha Financial Services
Financial Services Representative (Permanent, Full-time) Location: Hours: 37.5 hours per week, Monday to Saturday
It is aligned with the location's market data, as well as internal equity. Generous vacation time
Comprehensive medical and dental benefits
Pension Plan
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.
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 Northern District on an as-needed basis.
Post-secondary education with emphasis in business or financial planning would be an asset
Advanced member service and sales skills
We welcome applicants with a financial services background who are looking to grow into an advisory role.
At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!
Vacancy posted 19 hours ago
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