Account Executive

Boundless AI; Toronto; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Opportunity for professional development

Collaborative work environment

Career growth opportunities

Job summary

A growing financial services firm in Toronto seeks a dedicated Account Executive to help businesses secure optimal financing. You will conduct client consultations, assess risk profiles, and connect clients with suitable lenders. The ideal candidate must hold a Bachelor’s degree in Finance or Business and have proven experience in financial consulting. Excellent analytical and communication skills are essential to build client relationships and provide sound advice. The company offers a supportive work environment with professional development opportunities.

Qualifications

• Proven experience in financial consulting, lending, or a related role.
• Strong understanding of business financing options.
• Ability to manage multiple clients and projects simultaneously.

Responsibilities

• Engage with businesses to understand their financing needs.
• Assess the creditworthiness and risk profiles of businesses.
• Identify and connect businesses with suitable lenders.
• Provide expert advice on financing options and loan structures.
• Build and maintain strong client relationships.
• Stay updated on industry trends and market conditions.
• Assist in documentation and compliance.

Skills

Analytical skills

Communication skills

Interpersonal skills

Detail-oriented

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Tools

Financial analysis tools and software

Job description

Job Description

We are seeking a dedicated Account Executive to join our team. In this role, you will play a crucial part in helping businesses source the right capital for their needs. You will work closely with businesses to understand their financial requirements, assess their risk profiles, and connect them with suitable lenders. Your expertise and guidance will be essential in ensuring that businesses secure the funding they need to thrive.

Responsibilities

• Client Consultation: Engage with businesses to understand their financing needs, goals, and challenges. Conduct thorough consultations to gather detailed information about their financial situation.
• Risk Assessment: Utilize Boundless’ advanced algorithms and real-time risk data to assess the creditworthiness and risk profiles of businesses.
• Capital Sourcing: Identify and connect businesses with the most suitable lenders, ensuring they receive optimal financing solutions tailored to their specific requirements.
• Advisory Services: Provide expert advice and guidance to businesses on financing options, loan structures, and repayment strategies.
• Relationship Management: Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust throughout the financing process.
• Market Insights: Stay updated on industry trends, lender offerings, and market conditions to provide informed recommendations to clients.
• Documentation and Compliance: Assist businesses in preparing necessary documentation and ensure compliance with lender requirements and regulations.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Proven experience in financial consulting, lending, or a related role, with a strong understanding of business financing options.
• Excellent analytical skills with the ability to assess risk and creditworthiness.
• Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented and highly organized, with the ability to manage multiple clients and projects simultaneously.
• Proficiency in financial analysis tools and software.

What We Offer

• Opportunity to work with a dynamic and innovative team in a fast-growing company.
• Professional development opportunities and career growth.
• A collaborative and supportive work environment.

Boundless is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.