Financial Service Representative

goeasy Ltd; Waterloo; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Financial Service Representative to join their dynamic team. This role offers a unique opportunity to help everyday Canadians achieve their financial goals through personalized service and support. You will engage with customers, providing them with the tools and knowledge to build their credit while managing overdue accounts. With comprehensive training and a commitment to employee development, this position promises a rewarding career in a supportive and inclusive environment. Join a company that values integrity, compassion, and customer satisfaction, and be part of a culture that celebrates diversity and personal growth.

Benefits

Monthly incentive plans

RRSP matching

Extended healthcare coverage

Paid personal days

Employee discounts

Tuition Assistance Program

Leadership development programs

Qualifications

• Excellent communication skills and a results-oriented mindset.
• Experience in a customer-facing environment is preferred.

Responsibilities

• Engage customers in person, over the phone, and by email.
• Educate customers on financial products and help them build credit.
• Manage collections for past due financial accounts.

Skills

Customer Communication

Sales Experience

Compassion and Empathy

Financial Analysis

Education

High School Diploma

Job description

If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one of North America’s Most Engaged Workplaces, we want the best to join our team.

easyfinancial is one of Canada’s leading non-prime lenders, and we pride ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $100,000, when everyone else says no.

As a Financial Service Representative, you’ll be responsible for generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.

No experience, but looking for a career opportunity? We offer full comprehensive training programs to equip you with the tools needed for success.

What’s in it for you:

Benefits and Perks package which goes beyond your base salary:

• Financial
  • Monthly, quarterly, and semi-annual incentive plans
  • RRSP and Employee Share Purchase Plan matching
• Health & Lifestyle
  • Extended healthcare coverage, including Mental Health and on-demand virtual healthcare
  • 5 personal days, company paid volunteer days, Sundays off + paid birthday off in addition to paid vacation days
• Perks
  • Perkopolis employee discount program
  • REMIC Licensing is available
  • Employee discounts on furniture, electronics, and appliances
  • easyloans – employees have access to loans at lower interest rates
  • Tuition Assistance Program
• Recognition
  • Opportunities for monthly, quarterly, and semi-annual awards
  • Leadership development programs – over 70% internal promotion rate!

What you will do:

• Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
• Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product
• Educate and empower customers to achieve their financial goals through building their credit
• Capitalize on financial cross-sales and add-on products
• Communicate the terms and conditions of our financial products
• Review and evaluate prospective loans through financial analysis and other risk assessments
• Manage collections activities for all past due financial accounts
• Secure all required information to fulfill customer applications for products and services with strong attention to detail

Who you are as the successful candidate:

• Excellent communicator who is people and results-oriented, looking to drive sales and increase customer satisfaction
• Compassionate and operate with integrity on every sale – will care deeply for our customers!
• You bring some experience in a customer-facing environment
• Able to pass background checks (criminal, employment, and credit)

Why should you work for goeasy?

To learn more about our phenomenal culture, check out the video below or go to http://goeasy.com/careers/

At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. This means that we are committed to cultivating and preserving a work culture where we celebrate who we are, where everyone feels seen and heard and where every employee can fulfill their potential. As an equal opportunity employer, we are committed to providing accommodations for applicants upon request at any stage of the recruitment process in accordance with all legislative requirements throughout Canada. Please let us know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs.