Financial Services Representative

4 weeks ago


Cobourg, Ontario, Canada Kawartha Credit Union Full time

About the Position:

Kawartha Credit Union is seeking a dedicated Financial Services Representative to join their team. As a Financial Services Representative, you will play a key role in promoting and delivering various financial products and services to clients while contributing to the growth of the financial portfolio.

Responsibilities:

  • Promote and sell financial products and services
  • Contribute to portfolio growth
  • Develop business opportunities
  • Identify sales opportunities
  • Monitor financial renewals
  • Complete documentation accurately
  • Obtain necessary licenses and certifications

Qualifications:

  • Post-secondary education in finance or a related field
  • Three years of financial services experience
  • Two years of sales and financial administration experience
  • Working towards necessary licenses and certifications
  • Strong member service and sales skills
  • Excellent organization and time management

Company Culture:

Kawartha Credit Union values diversity and inclusion. The organization is committed to providing an inclusive workplace that values and respects differences. Employees are supported in a culture that focuses on accessibility for all. If accommodation is needed during the recruitment process, the Human Resources team is available to assist.

Kawartha Credit Union is a growing organization that values inclusion and is committed to making a positive impact in the community.



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