financial services representative

ADI & ADI FINANCIAL INC.; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services company located in Mississauga is seeking a Financial Services Representative to engage with clients, assist in loan applications, and promote credit services. The ideal candidate will have experience in financial services, strong communication skills, and a focus on client needs. This full-time position requires attention to detail and the ability to work effectively under tight deadlines. The role offers a competitive hourly rate of $30.00 and is ideal for those looking to contribute to financial solutions in a fast-paced environment.

Qualifications

• 7 months to less than 1 year of experience in financial services.

Responsibilities

• Approve or reject credit applications.
• Assist clients with financial solutions.
• Prepare credit and loan documentation.
• Interview loan applicants.
• Research applicants' financial status.
• Network to develop business relations.

Skills

Attention to detail

Client focus

Excellent oral communication

Excellent written communication

Flexibility

Judgement

Organized

Team player

Education

College/CEGEP

Job description

Job details

Position: Financial Services Representative

Company: ADI & ADI FINANCIAL INC.

Posted on December 27, 2025 by a licensed third-party.

Location & Working Conditions

• Mississauga, ON L4T 0B4 (On site)
• Full time, Permanent employment
• 30 hours per week, $30.00 hourly
• Start: As soon as possible
• Vacancies: 1

Requirements

• Education: College/CEGEP
• Experience: 7 months to less than 1 year
• Language: English

Responsibilities

• 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

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

Advertising end date

2026-01-17