Financial Services Representative

6 days ago

Lindsay, Canada Kawartha Credit Union Full time

**Financial Services Representative (Permanent, Full-time)**

**Location**:Lindsay, ON

**Hours**: 37.5 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, active and in good standing 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.

  • Financial Services Representative

    5 days ago

    Lindsay, Canada Kawartha Credit Union Full time

    Financial Services Representative (Permanent, Full-time)Location: Lindsay, ON Hours: 37.5 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...

  • Financial Service Representative

    4 weeks ago

    Lindsay, Canada goeasy Ltd. Full time

    Overview Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth. At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades including being named one of Canada’s Top Growing Companies, certified as a Great Place to Work, and recognized among...

  • Customer Service Representative

    2 weeks ago

    Lindsay, Canada BMO Financial Group Full time

    16 William Street South Lindsay Ontario,K9V 3A4 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...

  • Client Service Representative

    1 week ago

    Lindsay, Canada CIBC Full time

    Join to apply for the Client Service Representative role at CIBC We’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...

  • Customer Service Representative

    1 week ago

    Lindsay, Ontario, Canada BMO Full time $34,750 - $44,900

    Application Deadline:11/20/2025Address:16 William Street South Job Family Group:Retail Banking Sales & ServiceDelivers 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...

  • Customer Service Representative

    2 days ago

    Lindsay, Ontario, Canada CARMA Corp Full time $104,000 - $150,000 per year

    Why Join Us?At CARMA, our vibrant culture is the foundation of everything we do, fostering connections and ensuring employees feel valued, engaged, and part of a supportive community.Founded in 1977, CARMA was the first Measurement Canada-approved supplier of electronic submetering systems, installing over 350,000 meters nationwide, with more than 150,000...

  • Client Service Representative

    2 days ago

    Lindsay, Canada CIBC Full time

    We’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...

  • Customer Service Representative

    6 days ago

    Lindsay, Canada Light House Co. Full time

    Light House Co. is a lighting and home decor showroom with a predominant online presence across Canada and the US. We are seeking an energetic Customer Service Representative who thrives on providing exceptional customer service by building and maintaining positive internal and external relationships. Excellent communication skills and strong speaking and...

  • Customer Service Representative

    6 days ago

    Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...

  • Personal Banking Associate

    2 days ago

    Lindsay, Canada BMO Financial Group Full time

    16 William Street South Lindsay Ontario,K9V 3A4 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...