financial services representative

www.canadainternational.gc.ca - Jobboard; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

An established industry player in financial services is seeking a dedicated Financial Services Representative to join their team. In this role, you will assist clients in achieving their financial goals through effective solutions and support. Your responsibilities will include evaluating loan applications, managing documentation, and promoting financial products to a diverse clientele. If you thrive in a fast-paced environment and possess strong communication skills, this opportunity offers a chance to make a meaningful impact in the financial sector. Join a company that values client relationships and teamwork, and take the next step in your career.

Qualifications

• 7 months to less than 1 year of experience in financial services.
• Ability to assist clients with financial objectives.

Responsibilities

• Approve or reject applications and assist clients with financial solutions.
• Complete credit and loan documentation and interview applicants for loans.
• Promote the sale of credit and loan services.

Skills

Attention to detail

Client focus

Excellent oral communication

Excellent written communication

Organized

Team player

Education

College/CEGEP

Job description

Posted onMay 05, 2025 by Employer details ADI & ADI FINANCIAL INC.

financial services representative

Posted onMay 05, 2025 by Employer details ADI & ADI FINANCIAL INC.

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Job details

Education: College/CEGEP. 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. Interview applicants for loans. 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. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Large caseload. Tight deadlines. Work under pressure. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Flexibility. Judgement. Organized. Team player. Experience: 7 months to less than 1 year.

• Location Mississauga , ON
• Workplace information On site
• Salary $ 30.00 HOUR hourly / 30 hours per week
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source Job Bank #3299032

• Mississauga, ON

Overview

Languages

English

Education

• College/CEGEP

Experience

7 months to less than 1 year

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
• Interview applicants for loans
• 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

Work conditions and physical capabilities

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

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player

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

2025-06-04

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