loans adviser

Education: - Expérience: **Education**: - College/CEGEP **Tasks**: - 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 - Forward irreconcilable accounts for collector action - Interview applicants for loans - Open...

Job Summary: We are seeking a skilled Loans Adviser to join our team at LendX Financial Inc. As a Loans Adviser, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications based on client...

Job Description:LendX Financial Inc. is seeking an experienced Loans Adviser to join our team in this exciting role.About the Role:We are looking for a skilled professional with strong analytical and communication skills to provide excellent customer service, manage loan applications, and maintain accurate records.Key Responsibilities:Approve or reject loan...

We are seeking a Senior Financial Strategist to join our team at Capture Accountants Ltd. This is a full-time opportunity with a competitive salary.About the RoleThe ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning, accounting, or a related field. They will be responsible for advising clients on trust account...

At CAPTURE ACCOUNTANTS LTD., we are seeking a skilled Investment Planner to join our team. The successful candidate will be responsible for advising clients on trust account investments and developing financial plans to meet their goals and objectives. Key responsibilities include analyzing financial records, recommending cash management strategies, and...

Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Order office supplies and maintain inventory - Arrange travel, related itineraries and make...

Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Advise senior management - Order office supplies and maintain inventory -...

Education: - Expérience: **Education**: - Secondary (high) school graduation certificate - or equivalent experience **Tasks**: - Schedule and confirm appointments - Manage contracts - Answer telephone and relay telephone calls and messages - Answer electronic enquiries - Advise senior management - Order office supplies and maintain inventory - Oversee...

Capture Accountants LTD. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.The ideal candidate will have a Bachelor's degree...

At Capture Accountants Ltd., we are seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records.You will develop financial plans for clients, make recommendations concerning cash...

Job SummaryCapture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. You will also develop financial plans for clients, make...

Capture Accountants Ltd. is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services department, you will be responsible for providing expert advice to clients on trust account investments, identifying their financial goals and objectives, and analyzing their financial records. Your primary goal will be to...

Education: Expérience: EducationBachelor's degree or equivalent experienceTasksAdvise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange...

Education: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceTasksAdvise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate...

We are seeking a highly skilled Financial Planning and Wealth Management Specialist to join our team at Capture Accountants Ltd. This role is ideal for an individual with experience in financial planning, wealth management, and investment advice.About the RoleThis position involves advising clients on trust account investments, identifying their financial...

About Capture Accountants Ltd.We are a leading accounting firm seeking an experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a crucial role in providing expert financial guidance to our clients and helping them achieve their financial goals.SalaryThe estimated salary for this position is $60,000 -...