financial services representative

Paul Gupta & Associates; Oakville; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated financial assistant to help clients achieve their financial goals. In this dynamic role, you will engage with clients to propose tailored solutions for business expansion, debt management, and investment strategies. Your expertise will be crucial in preparing statements and evaluating loan applications, ensuring that clients receive the best possible support. If you thrive in a fast-paced environment and possess strong interpersonal skills, this opportunity offers a chance to make a significant impact in the financial sector while working in a collaborative team setting.

Qualifications

• 2-3 years of experience in financial services or related fields.
• Must be accurate, organized, and client-focused.

Responsibilities

• Assist clients with financial objectives like business expansion and debt management.
• Prepare statements on delinquent accounts and evaluate loan applicants.

Skills

Interpersonal Skills

Client Focus

Organization

Judgment

Flexibility

Education

College/CEGEP

Job description

• Salary: $30.00 hourly / 37.5 hours per week
• Terms of employment: Permanent employment, Full time
• Shifts: Day, Early Morning, Morning
• Starts: As soon as possible

Overview

Education

• College/CEGEP

Experience

2 years to less than 3 years

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

Responsibilities

• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and other financial goals.
• Prepare statements on delinquent accounts.
• Research and evaluate loan applicant's financial status, references, credit, and ability to repay the loan.
• Review and update credit and loan files.
• Submit credit and loan applications to management.

Additional Information

Security and Safety

• Basic security clearance required.

Work Conditions and Physical Capabilities

• Fast-paced environment.
• Large caseload.
• Work under pressure.

Personal Suitability

• Accurate.
• Client-focused.
• Efficient interpersonal skills.
• Flexibility.
• Judgment.
• Organized.
• Team player.

Who Can Apply to 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

2025-03-14