Financial Services Representative

The Kindred team is the heart of our cooperative, bringing our values to life every day. More than financial professionals, we are trusted guides, community builders, and champions of mutual aid. Our dedication ensures that every member experience is shaped by care, integrity, and expertise.  Whether offering financial guidance or strengthening community connections, we embody what it means to connect values and faith with finances - working together to INSPIRE PEACEFUL, JUST, AND PROSPEROUS COMMUNITIES.

We are currently recruiting a Financial Services Representative to fill a permanent full time vacancy in our Waterloo branch.

Reporting to the branch manager, this role should appeal to someone looking to further their banking career in a generalist role and contribute their skills and knowledge providing holistic advice and solutions relating to everyday banking, investments and personal credit solutions.

Key Responsibilities

• Discover the member’s need, challenges/opportunities and financial goals


• Provide recommendations and advice, using available tools, resources, and calculators to help members apply good financial practices to their situation


• Fulfill solutions to meet member needs, offering investment choices from Kindred’s portfolio of registered and non-registered products, personal credit solutions, and everyday banking products


• Deepen member relationships through proactive contact with members to renew investments or term loans, or inform members about opportunities that would benefit them

What to bring

You have a solid understanding of banking products and services and are highly service oriented.  You are highly organized, demonstrate a strong attention to detail, and easily connect with clients. This role is suited to someone with a solid foundation in banking and looking to increase their breadth of knowledge especially in investments.

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with team members.

Plus, you bring your qualifications and experience:

• 2-3 years of experience in financial services in a client facing role


• Post-secondary education, preferably in business or commerce


• Proficient in relationship building, asking discovery questions, and comfortable proactively contacting members

Why Kindred

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. 

Our comprehensive total rewards package includes: 

• Starting salary ranging from $43,000 - $52,200


• Group benefits plan & commitment to staff wellness


• Group Savings Plan with employer matching


• Three weeks of vacation to start and generous paid time off provisions


• Career growth opportunities, training & development support


• Comprehensive staff benefits on financial products & services

When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred?  Visit us at www.kindredcu.com/careers to learn more about why people enjoy working with us. If this role sounds like a fit, please apply with your resume. Your application will be acknowledged and all candidates will be informed when the position is filled.

We look forward to connecting with you!

As a team of people who, with compassion, integrity, and stewardship, care deeply about each other, our members, our communities, and our world, Kindred is committed to building an equitable, diverse, and inclusive workplace. Kindred’s values-centered and faith-inspired, warmly professional, expressly invitational characteristics compel us to be a place that understands, respects, and values, and treats equitably all people of every race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, and disability.