Commercial Credit Officer

2 weeks ago


Halifax, Canada IG Wealth Management Full time
p>IG Wealth Management (IG) delivers personalized financial solutions to approximately one million Canadians, through a network of about 3000 Consultants/associates located across Canada. We are one of Canada's oldest and largest financial services companies. In addition to an exclusive family of mutual funds and other investment vehicles, IG Wealth Management offers a wide range of mortgages, banking services, insurance, and brokerage services offered through Investors Group Securities Inc. IG Wealth Management is a member of the Power Financial Corporation group of companies. Our focus on community involvement and commitment to supporting the professional growth of our people has made us a recognized and growing leader in our industry.

We are looking for experienced candidates to join our Halifax Regional Office team, where you will be working with an established division and consultant practice.

Company Name: IG Wealth Management Halifax Office

Position: Credit Officer

NOC Code: 63102

Position Type: Permanent Full time

Salary: $29 per hour for 37.5 hours per week, plus sales commission and bonus

Location: Halifax, NS

Main Duties and Responsibilities:

  1. Review and update credit and loan files.
  2. Promote the sale of credit solutions and credit protection.
  3. Respond to prospective customer queries about financial planning.
  4. Interview and identify financing applicants by phone or in person for all credit solutions for individuals and small businesses.
  5. Research and evaluate loan applicants' financial status, references, credit, and ability to repay the loan.
  6. Discover and discuss needs-based financial solution opportunities and proactively promote deposit and investment products and services.
  7. Assist clients by proposing solutions to address financial objectives such as debt management, business expansion, investment, and other financial goals.
  8. Coordinate with clients to complete account applications and collect supporting documents.
  9. Maintain awareness of the latest legislative changes that may affect credit decisions.
  10. Insurance license required or must be obtained within the first year.
  11. Proficiency in software tools including MS Office and internet applications.

Job Types: Full-time, Permanent

Pay: $29.00 per hour

Expected hours:



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