Financial Services Advisor for Loans & Payments

Moneymart Inc.; Nanaimo; On-site; CAD 22,000 - 29,000; Full time

Benefits offered by this job

Monthly bonus potential

Competitive PTO

Education reimbursement

Retirement options

Perkopolis discounts

Discounted financial services

Job summary

Momentum Financial Services Group is seeking a Financial Service Representative for Money Mart locations across Canada. You will assist customers with personal lending products, manage transactions, and support branch operations while delivering outstanding service.

The role emphasizes compliance, accurate record keeping, and the ability to cross-sell in a fast-paced retail environment. Training and growth opportunities are provided as part of momentum’s team-centric culture.

Qualifications

• Customer service and cash handling experience.
• Strong communication and interpersonal skills.
• Proficiency in reading, writing, and speaking English.
• Experience with POS transactions.
• Ability to meet sales goals.
• Basic Microsoft Office skills.

Responsibilities

• Provide friendly, professional customer service and complete transactions.
• Promote loans, credit cards, cheque cashing, money transfers and payments per policy.
• Cross-sell products to meet customer needs and branch goals.
• Explain product features, fees, terms, and options clearly using approved materials.
• Collect and verify customer information to process applications and maintain records.
• Maintain accurate customer data in required systems and support branch operations.

Skills

Customer service

Sales oriented

Communication

Cash handling

POS transactions

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Momentum Financial Services Group is seeking a Financial Service Representative for Money Mart locations across Canada. You will assist customers with personal lending products, manage transactions, and support branch operations while delivering outstanding service.

The role emphasizes compliance, accurate record keeping, and the ability to cross-sell in a fast-paced retail environment. Training and growth opportunities are provided as part of momentum’s team-centric culture.