Financial Services Representative - Cornwall

Job summary

The Financial Services Representative specializes in retail lending and mutual funds to help members achieve their financial objectives. They are responsible for conducting member interviews, adjudicating credit applications, and providing needs-based financial advice.

Job details

Financial Services Representative (Permanent, Full-time) 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 * Comprehensive medical and dental benefits * 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. 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!

What you’ll do

The Financial Services Representative specializes in retail lending and mutual funds to help members achieve their financial objectives. They are responsible for conducting member interviews, adjudicating credit applications, and providing needs-based financial advice.

Requirements

Candidates should have at least two years of experience in consumer lending and strong member service skills. A post-secondary education in business or finance is preferred, and a Mutual Funds License is required or must be obtained within six months.

Benefits

• Vacation time
• Medical benefits
• Dental benefits
• Pension plan
• Employee well-being program
• Learning and development
• Employee recognition program

Listed skills

• Time management · Preferred
• Budgeting · Preferred
• Sales · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Retail lending
• Mutual funds
• Financial planning
• Credit analysis
• Mortgage processing
• Personal loans
• Lines-of-credit
• Financial counseling
• Budgeting
• Credit management
• Retirement planning
• Member service
• Sales
• Time management
• Organizational skills
• Consumer Lending
• Adjudication
• Investments
• Mortgage Loans
• Credit Analysis
• Credit Management
• Equities
• Financial Services
• Financial Planning
• Loans
• Market Data
• Retirement Planning
• Time Management
• Enthusiasm

Job areas

• Finance & Accounting
• Retail
• Customer Service & Support
• Sales
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

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