Financial Services Advisor – Build Credit & Help Customers

goeasy Ltd.; Toronto; On-site; CAD 54,443,000 - 57,308,000; Full time

Benefits offered by this job

RRSP match

Employee Share Purchase Plan

Employee discounts

24/7 healthcare

Customizable benefits

Birthday off

Job summary

goeasy Ltd. is seeking a Financial Service Representative to engage customers in person, over the phone, and by email. You will assess needs, recommend suitable financial products, and help customers improve their credit while driving cross-sell opportunities.

In this role, you will maintain accurate information for applications, handle inquiries, and support collections when needed. A customer-centric approach and strong communication are essential for success.

Qualifications

• Excellent communicator with strong interpersonal skills.
• Experience in customer-facing roles and phone interactions.
• Ability to handle objections and negotiate effectively.
• Motivated by sales targets and customer satisfaction.
• Must pass criminal, employment, and credit checks.
• Eligible to work in Canada full-time without sponsorship.

Responsibilities

• Build relationships with customers in person, by phone, and by email.
• Understand customer needs and match to suitable financial products.
• Educate customers to improve their credit and financial goals.
• Capitalize on cross-sales and add-on products.
• Manage collections for past-due accounts with attention to detail.
• Collect required information to fulfill applications accurately.

Skills

Customer-focused

Communication

Negotiation

Sales orientation

Background check

Work eligibility

Job description

goeasy Ltd. is seeking a Financial Service Representative to engage customers in person, over the phone, and by email. You will assess needs, recommend suitable financial products, and help customers improve their credit while driving cross-sell opportunities.

In this role, you will maintain accurate information for applications, handle inquiries, and support collections when needed. A customer-centric approach and strong communication are essential for success.