Explore 9 Jobs at Kawartha Financial Services
Open Positions at Kawartha Financial Services
Posted 4 days ago
The Branch Ambassador supports credit union members and non-members through in-person, electronic, and telephone service, including routine transactions and referrals to financial advisors. The role also provides administrative support to lending and investment staff and helps members understand the branch’s banking services.
Key Details
Top Skills Required
Top Benefits
Posted 10 days ago
The Branch Manager oversees branch operations and human resources, including credit and wealth management, administration, and reporting. The role leads sales and service culture, business development, and growth initiatives, while representing the credit union in community events and organizations.
Key Details
Top Skills Required
Posted 16 days ago
The Financial Planner provides members with investment and financial planning advice, develops and reviews financial plans, and delivers planning services across retirement, tax, succession, life protection, and wealth strategies. The role also manages investment portfolios and renewals, promotes investment products, supports organizational growth goals, and collaborates with branch partners; regional travel is required as necessary.
Key Details
- full time Jobs
- $85,000 - $85,000 per year
- 5+ years experience
Top Skills Required
Top Benefits
Posted 16 days ago
The Financial Services Representative advises members on retail lending and mutual funds, assesses their financial needs, and supports personal loan, line-of-credit, and mortgage applications through analysis, documentation, and adjudication. The role also builds member relationships and may provide support to branches across the Eastern District as needed.
Key Details
- full time Jobs
- $46,824 - $81,803 per year
- 2+ years experience
Top Skills Required
Top Benefits
Posted 17 days ago
The Commercial Account Manager – Agriculture serves commercial and agricultural members as a trusted financial advisor, develops business relationships, and manages a commercial loan portfolio. Responsibilities include credit analysis and reviews, risk management, portfolio growth, client visits, and community business development.
Key Details
- full time Jobs
- $60,300 - $88,676 per year
- 1+ years experience
Top Skills Required
Top Benefits
Posted 17 days ago
The Commercial Account Manager develops and manages commercial and agricultural banking relationships, sells financial products, and grows profitable business through client service and business development. Responsibilities include managing commercial loan portfolio risk, analyzing credit information, conducting annual credit reviews, recommending renewals, and visiting clients to protect loan security.
Key Details
- full time Jobs
- $65,869 - $96,866 per year
- 5+ years experience
Top Skills Required
Top Benefits
Posted 21 days ago
The Branch Ambassador supports credit union members and non-members in person, electronically, and by telephone, helping deliver excellent service and member loyalty. Responsibilities include supporting routine transactions, directing members to financial advisors, explaining the branch’s banking approach, and providing administrative support to lending and investment staff.
Key Details
Top Skills Required
Top Benefits
Posted 21 days ago
The Branch Ambassador supports the credit union’s success by providing member service in person, electronically, and by telephone, assisting with routine transactions, and directing members to advisors for needs-based financial advice. The role also educates members about the branch’s banking model and provides administrative support to lending and investment personnel.
Key Details
Top Skills Required
Top Benefits
Posted 21 days ago
The Branch Ambassador supports a credit union's success by delivering member service, assisting members through in-person, electronic, and telephone channels, and directing them to financial advisors. The role also handles routine transactions, explains the branch's banking model, and provides administrative support to lending and investment personnel.
Key Details
Top Skills Required
Top Benefits
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