Financial Services Consultant

Lendie; Canada; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

Lendie Financial Inc. is a Canadian personal lending platform seeking a Financial Services Consultant. This full-time role starts remotely with a planned transition to a hybrid work model, guiding clients through lending processes and explaining suitable products.

You will analyze financial information, respond to inquiries, and support applicants through the approval process. You will collaborate with internal teams to improve customer experience, document interactions, and uphold transparency

Qualifications

• Experience in consumer lending, banking, or related sales/customer service.
• Ability to interpret financial information.
• Excellent communication with empathy.
• Client-focused and results-oriented.
• Remote work readiness and independence.
• Degree in Business/Finance preferred.

Responsibilities

• Guide clients through the lending process and explain suitable products.
• Analyze financial information and respond to client inquiries.
• Support clients through the application and approval process.
• Collaborate with internal teams to improve processes and customer experience.
• Ensure all interactions comply with regulations and company policies.

Job description

Lendie is a Canadian personal lending platform focused on making borrowing clear, transparent, and predictable for everyday Canadians. Through a fully digital application that takes only minutes and does not impact credit just to check eligibility, Lendie removes traditional friction and pressure from the borrowing process. The platform is designed for real-life financial needs such as unexpected expenses, debt consolidation, and cash flow management, emphasizing clarity and fairness in every decision. Lendie combines modern technology with a human-first approach to deliver straightforward terms and responsible lending experiences. The company is committed to creating simple, accessible personal loans that support long-term financial wellbeing.

Role Description

The Financial Services Consultant is a full-time position that will initially be remote, with a planned transition to a hybrid work arrangement.

In this role, you will guide clients through the lending process, understand their financial needs and explain suitable products and options. Combining sales, client service and lending operations, you will contribute to Lendie’s growth while maintaining our commitment to responsible lending, transparency and fairness.

Day-to-day tasks include analyzing financial information, answering client inquiries via digital channels, and supporting clients through the application and approval process. The consultant will collaborate with internal teams to improve processes, identify opportunities to enhance customer experience, and ensure that all interactions reflect Lendie’s values of transparency and fairness. This role requires consistent documentation of client interactions and adherence to regulatory and company compliance standards.

Qualifications

• Experience in consumer lending, banking, financial services or a related sales and customer service role.
• Strong analytical skills and the ability to interpret financial information.
• Excellent communication skills, with the ability to explain financial products clearly and empathetically.
• A client-focused, results-oriented approach and the ability to build lasting relationships.
• Strong organization, attention to detail and consistent follow-through.
• Comfort using digital platforms and working independently in a remote environment.
• Adaptability, initiative and a willingness to contribute to a growing team.
• A diploma or degree in Business, Finance or a related field, or equivalent practical experience, is preferred.

Compensation and Benefits

• We offer a competitive base salary, performance-based bonuses and an employee benefits package, along with opportunities for professional growth as Lendie expands.