Kawartha Financial Services

The specialist will design and monitor the broker channel strategy while coordinating day-to-day operations and onboarding. They are responsible for maintaining broker relationships, analyzing performance data, and ensuring regulatory compliance.

Provide excellent member service by resolving inquiries and requests through various electronic and digital channels. Recommend financial products and services that align with members' needs to enhance their financial well-being.

The Commercial Account Manager will act as a trusted advisor to agricultural and business members, providing financial solutions and managing a commercial loan portfolio. They are responsible for business development, risk assessment, and maintaining strong relationships within the local community.

The associate will provide member service excellence and assist with inquiries or problems through various digital channels. They will also recommend financial products and services that align with member needs to enhance their financial well-being.