financial services representative

Employment and Social Development Canada; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading logistics company in Mississauga is seeking a full-time financial services representative. Responsibilities include approving applications, assisting clients with financial goals, and managing accounts. Candidates need a secondary school diploma and some experience in financial services. The role requires attention to detail and the capability to work under pressure. This position offers a salary of $36.00 to $40.00 per hour, based on negotiation.

Qualifications

• Experience in financial services is preferred.
• Must be organized and able to manage large caseloads.
• Strong communication skills are necessary.

Responsibilities

• Approve or reject applications for financial products.
• Assist clients with their financial objectives.
• Open personal and non-personal accounts.

Skills

Attention to detail

Problem-solving

Client interaction

Education

Secondary (high) school graduation certificate

Job description

Posted onAugust 11, 2025 by a licensed third-party for Employer details Pride Group Logistics

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financial services representative

Posted onAugust 11, 2025 by a licensed third-party for Employer details Pride Group Logistics

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Job details

Education: Secondary (high) school graduation certificate. Tasks: Approve or reject applications, or recommend applications for approval or rejection. Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. Complete credit and loan documentation. Forward irreconcilable accounts for collector action. Interview applicants for loans. Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services. Prepare statements on delinquent accounts. Promote sale of credit and loan services. Research and evaluate loan applicant's financial status, references, credit and ability to repay loan. Review and update credit and loan files. Submit credit and loan applications to management. Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers. Security and safety: Basic security clearance. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Large caseload. Work under pressure. Experience: 1 year to less than 2 years.

• Location 6050 Dixie Road Mississauga , ON L5T 1A6
• Work location On site
• Salary $ 36.00 to $ 40.00 HOUR hourly (To be negotiated) / 30 to 40 hours per week
• Terms of employment Permanent employment Full time
• Overtime required, Early morning, Morning, Day, Evening, Night, Weekend, Shift, On call, To be determined, Overtime available
• Starts as soon as possible
• vacancies 1 vacancy
• Source Job Bank #3375352

• 6050 Dixie RoadMississauga, ONL5T 1A6

Overview

Languages

English

Education

• Secondary (high) school graduation certificate

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

• Approve or reject applications, or recommend applications for approval or rejection
• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
• Complete credit and loan documentation
• Forward irreconcilable accounts for collector action
• Interview applicants for loans
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
• Prepare statements on delinquent accounts
• Promote sale of credit and loan services
• Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
• Review and update credit and loan files
• Submit credit and loan applications to management
• Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

Additional information

Security and safety

• Basic security clearance

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Large caseload
• Work under pressure

Who can apply for this job?

The employer accepts applications from:

• Canadian citizens and permanent or temporary residents of Canada
• other candidates, with or without a valid Canadian work permit

Advertised until

2025-09-10

Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

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