Financial Services Representative
3 months ago
**Financial Services Representative (Permanent, Full-time)**
**Location**:Peterborough, ON
**Hours**: 40 hours per week, Monday to Saturday
**Rate of Pay**: Dependent on experience
**As a Financial Services Representative, you will**:
- Specialize in retail lending, 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.
- Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning.
- Identify opportunities to generate sales and new members.
- Monitor the renewal of maturing investments, mortgages and loans. Ensure members receive appropriate notice, advising of alternative options and assist with renewals.
- Establishing and maintaining effective relationships with members by providing excellent member service.
- Perform other duties as needed or assigned.
**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 would be an asset
- Willingness to complete additional educational components as required
At Kawartha Credit Union 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.
-
Customer Service Representative
7 months ago
Peterborough, Canada BMO Financial Group Full time1154 Chemong Road Peterborough Ontario,K9H 7J6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
3 months ago
Peterborough, Canada BMO Financial Group Full time645 Lansdowne Street West Peterborough Ontario,K9J 7Y5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Peterborough, Ontario, Canada McDougall Insurance and Financial Full timeCompany OverviewMcDougall Insurance and Financial is a leading insurance brokerage in Eastern Ontario, representing over 50 insurance companies. Our team is dedicated to providing exceptional service to our clients and supporting the growth of our organization.
-
Financial Services Representative Ii
2 weeks ago
Peterborough, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
2 days ago
Peterborough, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a skilled and motivated Banking and Financial Services Representative to join our team at the Royal Bank of Canada in Peterborough. As an RBC Ambassador, you will play a key role in delivering exceptional client service and driving business growth through new client acquisition and deepening existing relationships.About the RoleThis...
-
Financial Service Representative
19 hours ago
Peterborough, Canada Curo Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Customer Account Representative I-can
4 days ago
Peterborough, Canada GM Financial Full timeOverview: **Overview** We are looking for people who want to embark on a career journey where you feel like you belong, you are satisfied at work, and you are using your skills to create a positive impact. Our goal is to create remarkable customer experiences from the moment you engage a customer. Even if you’ve never worked in customer service, you’ve...
-
Financial Services Professional
4 weeks ago
Peterborough, Ontario, Canada Part Time CFO Services Full timeJob Title: Entry-Level AccountantWe are seeking a highly motivated and detail-oriented Entry-Level Accountant to join our team at Part Time CFO Services.About UsOur company, Part Time CFO Services, is a leading financial consulting firm that specializes in providing expert financial services to businesses across various industries. We partner with our...
-
Customer Service Representative
2 days ago
Peterborough, Canada BMO Financial Group Full time1154 Chemong Road Peterborough Ontario,K9H 7J6 This opportunity is for Portage Place Branch in Peterborough and is permanent part time working 18.75 hours per week minimum guaranteed. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best...
-
Credit Union Service Representative
4 days ago
Peterborough, Ontario, Canada Kawartha Credit Union Limited Full timeAbout the RoleWe are seeking a skilled Credit Union Service Representative to join our team at Kawartha Credit Union Limited. This role offers an exciting opportunity to contribute to the success of our organization by creating member loyalty and providing exceptional member service.As a Credit Union Service Representative, you will be responsible for...
-
Collections Representative
3 months ago
Peterborough, Canada GM Financial Full timeOverview: We are recruiting in our Peterborough,ON office and have 10 openings for this position. **Why GM Financial?** GM Financial is the wholly owned captive finance subsidiary of General Motors. We are a global provider of auto finance solutions. We offer attractive retail financing and lease programs to meet the needs of each customer. We also offer...
-
Collections Representative
3 days ago
Peterborough, Canada GM Financial Full timeOverview: **Overview** We are looking for people who want to embark on a career journey where you feel like you belong, you are satisfied at work, and you are using your skills to create a positive impact. Our goal is to create remarkable customer experiences from the moment you engage a customer. Even if you’ve never worked in customer service, you’ve...
-
Housing Services Representative
7 months ago
Peterborough, Canada Ontario Aboriginal Housing Services Full time**Position**:Housing Services Representative **Closing**:Posting will remain opened until the position is filled **Term**:Full-Time (35 hours per week) **Salary Range**:$45,400 - $53,360 **Compensation**: - In return for your ongoing excellent performance, strong work ethic, and commitment to our vision, mission, values, strategic plan, and the people...
-
Commercial Lines Insurance Service Coordinator
4 weeks ago
Peterborough, Ontario, Canada McDougall Insurance and Financial Full timeAt McDougall Insurance and Financial, we're committed to delivering exceptional service to our clients.Job SummaryWe're seeking a highly motivated and customer-focused Account Manager to join our Commercial Lines team in Peterborough, Ontario. As an Account Manager, you will be responsible for providing legendary service directly to clients, communicating...
-
Guest Services Representative
7 months ago
Peterborough, Canada Lansdowne Place - Primaris REIT Full time**Guest Services Representative** Primaris REIT is currently hiring a dedicated and enthusiastic Guest Services Representative to join our team at our Lansdowne Place location in Peterborough. If you have a genuine passion for delivering exceptional customer service and thrive in a dynamic, fast-paced environment, this exciting opportunity is perfect for...
-
Customer Service Representative
7 months ago
Peterborough, Canada CertainTeed Canada Full time**HERE WE ‘GROW’ AGAIN!** On July 29, 2022 Saint-Gobain completed the acquisition of Kaycan, a manufacturer and distributor of exterior building materials in Canada and in the United States. With this acquisition, Saint-Gobain reinforced its worldwide leadership in light and sustainable construction by becoming the top siding player in Canada. We are...
-
Payroll & Financial Analyst
7 days ago
Peterborough, Canada Canopy Support Services Full time**Payroll & Financial Analyst, Full Time** **What We Will Ask of You**:As a key member of our Finance team, our Payroll & Financial Analyst (PFA) has an important role! The PFA supports the Financial Controller and finance team complete the financial administration of Canopy’s payroll in an accurate and timely manner. The PFA facilitates service level...
-
Payroll & Financial Analyst
7 days ago
Peterborough, Canada Canopy Support Services Full time**What We Will Ask of You**:As a key member of our Finance team, our Payroll & Financial Analyst (PFA) has an important role! The PFA supports the Financial Controller and finance team complete the financial administration of Canopy’s payroll in an accurate and timely manner. The PFA facilitates service level agreements for Canopy service users, caregivers...
-
Client Service Representative
7 months ago
Peterborough, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...