The Kindred team is at the heart of our cooperative, bringing our values to life every day. In fact, they are woven into everything we do. More than financial professionals, we're trusted partners who care deeply about our members and our communities. With integrity, stewardship, and compassion, we help ensure every member’s experience feels welcoming and grounded in purpose. Whether offering thoughtful financial guidance or strengthening community connections, we strive to connect values and faith with finances, inspiring peaceful, just, and prosperous communities.
We are currently recruiting a Financial Services Representative to fill a permanent vacancy in our Elmira 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. For many roles, we offer flexible and remote options that we can discuss with you. And of course, your total rewards package includes competitive cash compensation plus an array of wellness benefits and financial products and services at preferred rates for employees.
Our comprehensive total rewards package includes:
- Competitive starting salary from $50k to $54k
- Performance based target incentives (5%), tied to individual, team and organizational results
- Employer paid Group benefits plan with no waiting period
- Employer matching at 5% on Group Savings Plan with no waiting period
- Three weeks of vacation and generous paid time off provisions
- Career growth opportunities, training & development support
Comprehensive staff benefits on financial products & services
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When you choose Kindred to further your career, you’re joining an engaged workforce at a certified (https://www.bcorporation.net/en-us/) that is committed to using business as a force for good™ and acting as an advocate for a Living Wage (https://www.ontariolivingwage.ca/living_wage_by_region).
RSVP
Ready to choose Kindred? Visit us at www.kindredcu.com/careers (http://www.kindredcu.com/careers) to learn more about why people enjoy working with us. If this role sounds like a good fit, please apply.
At Kindred, we value genuine connection. We don’t use AI to screen applications—every resume is reviewed by a real person. If selected, you’ll hear from a Kindred team member by phone, and when possible, we prefer to meet candidates in person. If you choose to use AI to support your application materials, we encourage you to ensure your own voice and personality still come through. Kindred will acknowledge all applications received and advise all candidates when the position is filled.
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.
