Posted 27 days ago
Financial Services Representative - Cornwall
@ Kawartha Financial Services
Cornwall, Ontario
Overview
Kawartha Financial Services is hiring a Financial Services Representative in Cornwall, Ontario, a permanent full-time role of 37.5 hours per week, Monday to Saturday. The role combines retail lending (personal loans, lines of credit and mortgages) with mutual funds, giving members needs-based financial advice. Pay is $46,824.44 to $81,802.76 annually, set by skills, experience and education.
Pay:
$46,824–$81,803 a year
Responsibilities:
- Conduct member interviews and support the personal lending process
- Adjudicate credit applications within assigned limits
- Provide needs-based financial advice and counselling
- Build and maintain member relationships
- Travel to support Eastern District branches
Requirements summary:
- Minimum two years of consumer lending experience
- Advanced member service and sales skills
- Mutual funds licence preferred or obtained within six months
- Post-secondary education in business or financial planning an asset
- Excellent organizational and time management skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-10-14
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Schedule | day, weekends |
| Travel | air: none · ground: moderate |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | Mutual Funds License |
| Education | College diploma (preferred) |
| Fields of study | Business, Financial planning |
| Perks mentioned | Generous paid time off, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Kawartha Financial Services
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Kawartha Financial Services serves over 50,000 members with online and mobile banking access and a network of 23 branches that extend from Cornwall to Parry Sound. With more than 70 years of history and a focus on service excellence, Kawartha delivers a full suite of competitive financial products and needs-based advice. Since 1998, Kawartha has supported the well-being of the communities we serve through our Community Involvement Program which has donated over $3 million in corporate donations. In addition, our dedicated employees volunteer their time and talents to many initiatives throughout the year. As of January 1, 2026, Kawartha Credit Union Limited has amalgamated with Libro Credit Union Limited. From this date, Kawartha Credit Union will operate as Kawartha Financial Services, a division of Libro Credit Union Limited.
- LinkedIn followers
- 5,693
- People associated on LinkedIn
- 287
- Reported office locations
- 14 Hunter Street East, Peterborough, Ontario K9J 7B2, CA
- Business categories
- Wealth Management
- Banking
- Financial Services
- Other recorded names
- Kawartha Financial Services
- Specialties
- Financial Planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Kawartha Financial Services serves over 50,000 members with online and mobile banking access and a network of 23 branches that extend from Cornwall to Parry Sound. With more than 70 years of history and a focus on service excellence, Kawartha delivers a full suite of competitive financial products and needs-based advice. Since 1998, Kawartha has supported the well-being of the communities we serve through our…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Peterborough, Ontario |
| Organization type | Privately Held |
| Specialties | Financial Planning |
| Open jobs on Jobsy | 4 |
| View page |
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
We are committed to a safe, healthy, and inclusive workplace that values differences and treats everyone with respect. We are dedicated to a recruitment process that is fully accessible to all candidates. If you require accommodation or support at any stage, contact us to let us know how we can help.
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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