Financial Services Representative - Cornwall

Cornwall, ON, Canada

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

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Job details

Pay: Rate of Pay: $46,824.44 - $81,802.76 annually
Job type: Full-time
Apply by: Nov 13, 2026
Working hours: 37.5 hours per week
Posting language: English
Posted: Oct 14, 2026

Original job description

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 Northern 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!

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More about this job

Responsibilities

Recommend lending and mutual fund solutions to members, assess their financial needs, and provide advice on budgeting, credit, investments, and retirement planning. Conduct lending interviews, prepare documentation, analyze and adjudicate credit applications within assigned limits, and support branches in the Northern District as needed.

Requirements

Candidates need at least two years of comprehensive consumer lending experience, strong member service and sales skills, and excellent organizational and time-management abilities. Post-secondary education in business or financial planning is an asset; a mutual funds license is preferred, or candidates must commit to obtaining one within six months of starting.

Skills

Consumer Lending
Retail Lending
Mutual Funds
Member Service
Sales
Financial Needs Assessment
Personal Loans
Lines Of Credit
Mortgage Interviews
Credit Analysis
Credit Adjudication
Financial Counselling
Budgeting
Credit Management
Investment Planning
Retirement Planning

Benefits

Guaranteed Living Wage
Vacation Time
Medical Benefits
Dental Benefits
Pension Plan
Employee Well-Being Support
Learning And Development
Employee Recognition Program
Supportive Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Consumer Lending
Retail Lending
Mutual Funds
Personal Loans
Lines Of Credit
Mortgages
Credit Applications
Credit Analysis
Credit Adjudication
Lending Limits
Financial Planning
Member Service
Sales
Needs-Based Advice
Family Budgeting
Credit Management
Investment Planning
Retirement Planning
Mutual Funds License
Business Education
Financial Planning Education

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