Strategic Finance Account Executive

Boundless AI; Toronto; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Opportunity for professional development

Collaborative work environment

Career growth opportunities

Job summary

A growing financial services firm in Toronto seeks a dedicated Account Executive to help businesses secure optimal financing. You will conduct client consultations, assess risk profiles, and connect clients with suitable lenders. The ideal candidate must hold a Bachelor’s degree in Finance or Business and have proven experience in financial consulting. Excellent analytical and communication skills are essential to build client relationships and provide sound advice. The company offers a supportive work environment with professional development opportunities.

Qualifications

• Proven experience in financial consulting, lending, or a related role.
• Strong understanding of business financing options.
• Ability to manage multiple clients and projects simultaneously.

Responsibilities

• Engage with businesses to understand their financing needs.
• Assess the creditworthiness and risk profiles of businesses.
• Identify and connect businesses with suitable lenders.
• Provide expert advice on financing options and loan structures.
• Build and maintain strong client relationships.
• Stay updated on industry trends and market conditions.
• Assist in documentation and compliance.

Skills

Analytical skills

Communication skills

Interpersonal skills

Detail-oriented

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Tools

Financial analysis tools and software

Job description

A growing financial services firm in Toronto seeks a dedicated Account Executive to help businesses secure optimal financing. You will conduct client consultations, assess risk profiles, and connect clients with suitable lenders. The ideal candidate must hold a Bachelor’s degree in Finance or Business and have proven experience in financial consulting. Excellent analytical and communication skills are essential to build client relationships and provide sound advice. The company offers a supportive work environment with professional development opportunities.