Financial Solutions Specialist

Elby Professional Recruitment; Niagara Falls; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Pension with company match

3 weeks vacation

Promotion opportunities

Community-focused team

Full-time, branch-based

Job summary

Elby Professional Recruitment is seeking a driven Financial Solutions Specialist for a Niagara region branch. You will provide comprehensive financial advice across lending, mortgages, investments, and GICs, and you will build lasting client relationships in a community-focused team.

The role offers a competitive salary, comprehensive benefits, generous pension, vacation, and opportunities for internal promotion and professional development.

Qualifications

• 3+ years in a financial institution with lending and mortgage experience.
• Broad knowledge of lending, mortgages, investments and GICs.
• Excellent communication, relationship-building and attention to detail.

Responsibilities

• Provide comprehensive financial advice across lending, mortgages, investments, GICs and other products.
• Assess lending and mortgage applications, gather financials and make recommendations.
• Support budgeting and debt consolidation while building long-term client relationships.
• Manage lending/mortgage administration, renewals, extensions and compliance.
• Monitor delinquent accounts and take appropriate risk-minimizing actions.
• Support account openings, investment transactions and community initiatives.

Skills

Lending expertise

Mortgages

Investments

GICs knowledge

Customer service

Relationship-building

Job description

Our client is seeking a driven and versatile Financial Solutions Specialist to join their branch in the Niagara region. If you're a versatile financial services professional who enjoys wearing multiple hats, taking on a broad range of responsibilities, and making an immediate impact, this could be the perfect opportunity for you! This role offers the chance to apply your comprehensive financial knowledge, from lending and mortgages to small investing and GICs, within a collaborative and supportive team. You'll play a key part in helping clients achieve their financial goals while representing an organization deeply committed to community involvement.

What our client has to offer:

• Competitive salary with growth potential
• Comprehensive benefits package
• Generous pension plan with company match
• 3 weeks vacation
• Opportunity for internal promotion and professional development
• Collaborative team environment with a strong community focus
• Full-time, branch-based position with weekday and occasional Saturday availability

Responsibilities:

• Provide comprehensive financial advice across lending, mortgages, investments, GICs, and other financial products, while identifying opportunities to meet broader client needs.
• Assess lending and mortgage applications, gather financial information, make decisions within established limits, and provide recommendations where required.
• Support clients with financial guidance such as budgeting and debt consolidation, while building strong, long-term relationships.
• Manage lending and mortgage administration, including documentation, renewals, extensions, credit reviews, and compliance requirements.
• Monitor delinquent accounts and take appropriate action to minimize risk.
• Support account opening, investment transactions, branch initiatives, and community activities while contributing to an exceptional client experience.

Qualifications:

• 3+ years of progressive experience in a similar role within a financial institution, ideally with strong lending and mortgage experience.
• Broad knowledge of lending, mortgages, investments, and GICs, with the ability to confidently advise clients across multiple financial needs.
• Strong communication, relationship-building, customer service, and problem-solving skills, with excellent attention to detail.
• Collaborative, proactive, and adaptable, with the ability to work independently and contribute to a team environment.
• Eligible to meet the organization’s bonding requirements.

This posting is for an open vacancy currently available within our client’s organization.

To be eligible for this role, you must be legally eligible to work in Canada. Please note that we use AI tools as part of our recruitment process to enhance efficiency and improve candidate experience.