Financial Sales Representative

easyfinancial Services; Montreal (administrative region); On-site; CAD 42,000 - 64,000; Full time

Job summary

easyfinancial Services in Montreal is seeking a Financial Sales Representative to join our on-site team. You will engage with customers, assess their financial needs, and recommend lending products while processing applications and verifying documents.

The role focuses on building lasting relationships, meeting sales and service targets, and contributing to branch performance by delivering a positive customer experience in the local community.

Qualifications

• Strong knowledge of finance and financial services, including lending products and regulatory requirements.
• Excellent communication and customer service skills to explain complex financial information.
• Proven sales abilities to identify needs and meet targets.
• Experience in retail banking, lending, or consumer finance is an asset.
• On-site work in a fast-paced environment with accurate documentation.
• Fluency in English; French beneficial.

Responsibilities

• Explain loan options and assess customer financial needs.
• Process applications and verify required documentation.
• Ensure compliance with company policies and regulatory requirements.
• Build long-term customer relationships and meet sales/service targets.
• Collaborate with team members to deliver a positive customer experience.

Skills

Finance

Financial Services

Communication

Customer Service

Sales

Education

High school diploma

Post-secondary education in business/finance

Tools

POS systems

Basic computer skills

Job description

Company Description

easyfinancial Services, launched in 2006, is a leading non-prime consumer lender providing unsecured and secured personal loans up to $150,000. The company serves customers online and through a retail network of over 400 locations across Canada. easyfinancial focuses on helping individuals who have been denied credit by traditional financial institutions gain access to the funds they need. The organization aims to support customers in improving their credit scores and progressing toward prime lending rates. Its vision is to offer everyday Canadians a path to a better financial future, starting today.

Role Description

The Financial Sales Representative is a full-time, on-site role based in Montreal, QC. This position is responsible for engaging with customers in person, assessing their financial needs, and recommending appropriate lending products and solutions. Day-to-day tasks include explaining loan options, processing applications, verifying documentation, and ensuring compliance with company policies and regulatory requirements. The role also involves building long-term customer relationships, meeting sales and service targets, and contributing to branch-level performance. The representative collaborates with team members to deliver a positive customer experience and promote easyfinancial's products and services within the local community.

Qualifications

• Strong knowledge of Finance and Financial Services to understand lending products, credit assessments, and regulatory requirements.
• Effective Communication and Customer Service skills to explain complex financial information clearly and support customers with empathy and professionalism.
• Demonstrated Sales abilities to identify customer needs, present solutions, and achieve or exceed performance targets.
• Previous experience in retail banking, lending, or consumer finance is an asset.
• Ability to work on-site in a fast-paced environment, manage multiple customer interactions, and maintain accuracy in documentation.
• Comfort with basic computer applications and point-of-sale systems.
• High school diploma required; post-secondary education in business, finance, or a related field is an advantage.
• Fluency in English; French language skills are highly beneficial for serving the local community in Montreal, QC.