financial services representative
5 days ago
- Education: College/CEGEP
- Experience: 7 months to less than 1 yearTasks
- 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 customersWork conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressurePersonal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week
-
Certification Services Representative, Mississauga
4 months ago
Mississauga, Canada Certification Services Representative Full time**Your expertise shapes our business** At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work. Every day is a new adventure with opportunities to learn from industry leaders and, most importantly, from each other. When you join the CWB Group, you become part of a diverse and inclusive, tight-knit...
-
Certification Services Representative, Vaughan
3 months ago
Mississauga, Canada Certification Services Representative Full time**Your expertise shapes our business** At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work. Every day is a new adventure with opportunities to learn from industry leaders and, most importantly, from each other. When you join the CWB Group, you become part of a diverse and inclusive, tight-knit...
-
Financial Services Representative
5 days ago
Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI Financial Inc. As a key member of our team, you will be responsible for providing exceptional client service and driving business growth through the sale of credit and loan services.Key ResponsibilitiesClient Acquisition and RetentionDevelop and...
-
Financial Services Representative
5 days ago
Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI Financial Inc. As a key member of our team, you will be responsible for providing exceptional client service and driving business growth through the sale of credit and loan services.Key ResponsibilitiesClient Acquisition and RetentionDevelop and...
-
Financial Services Representative
6 days ago
Mississauga, Ontario, Canada anadianhindu Full timeFinancial Services RepresentativeAbout Experior Financial GroupWe are a leading financial services brokerage dedicated to providing expert advice to individuals and families. Our team of professionals is committed to helping clients achieve their financial goals and secure their financial future.Key Responsibilities:Assist clients in creating personalized...
-
Financial Services Representative
5 days ago
Mississauga, Ontario, Canada anadianhindu Full timeFinancial Services RepresentativeAbout Experior Financial GroupWe are a leading financial services brokerage dedicated to providing expert advice to individuals and families. Our team of professionals is committed to helping clients achieve their financial goals and secure their financial future.Key Responsibilities:Assist clients in creating personalized...
-
Financial Services Specialist
3 hours ago
Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full timeFinancial Services Representative Job DescriptionAt ADI & ADI FINANCIAL INC., we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and financial solutions to our clients.Key Responsibilities:Review and process loan applications,...
-
Financial Services Specialist
5 minutes ago
Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full timeFinancial Services Representative Job DescriptionAt ADI & ADI FINANCIAL INC., we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and financial solutions to our clients.Key Responsibilities:Review and process loan applications,...
-
Financial Services Representative
4 days ago
Mississauga, Canada ADI & ADI FINANCIAL INC. Full timeEducation: College/CEGEP - Experience: 7 months to less than 1 year **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 - Interview applicants for loans - Prepare statements on delinquent accounts -...
-
Financial Services Representative
5 days ago
Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI Financial Inc. As a key member of our business development team, you will play a crucial role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesBusiness Development: Identify and pursue new business...
-
Financial Services Representative
5 days ago
Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at ADI & ADI Financial Inc. As a key member of our business development team, you will play a crucial role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesBusiness Development: Identify and pursue new business...
-
Financial Services Officer
3 months ago
Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...
-
Financial Services Officer
4 months ago
Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...
-
Financial Service Representative
3 months ago
Mississauga, Canada CURO Financial Technologies Corp Full timeOverview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...
-
Member Service Representative
3 months ago
Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Financial Services Representative
6 days ago
Mississauga, Ontario, Canada 2287205 Ontario Inc. Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at 2287205 Ontario Inc. as a Sales and Service Officer. In this role, you will be responsible for assisting clients in achieving their financial objectives by providing expert advice and guidance on business expansion, debt management,...
-
Financial Services Representative
6 days ago
Mississauga, Ontario, Canada 2287205 Ontario Inc. Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at 2287205 Ontario Inc. as a Sales and Service Officer. In this role, you will be responsible for assisting clients in achieving their financial objectives by providing expert advice and guidance on business expansion, debt management,...
-
Member Service Representative
3 months ago
Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...
-
Financial Services Representative
3 days ago
Mississauga, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Representative to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer service and financial advice to our clients.Key ResponsibilitiesProvide high-level financial advice and solutions to...
-
Financial Services Representative
3 days ago
Mississauga, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Representative to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer service and financial advice to our clients.Key ResponsibilitiesProvide high-level financial advice and solutions to...