Financial Services Representative

2 weeks ago


Brampton, Canada GLORIOUS FUTURE INCORPORATION Full time

Education: College/CEGEP
- Experience: 1 year to less than 2 years
**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
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- 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
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week



  • Brampton, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 60 Quarry Edge Drive, Brampton, Ontario, L6V 4K2 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...


  • Brampton, Canada LendX Financial Inc. Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsWork settingFinanceTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve...


  • Brampton, Canada LendX Financial Inc. Full time

    Education: Expérience: EducationBachelor's degreeWork settingFinanceTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...


  • Brampton, Canada Pal Logistics Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Work setting**: - Financial institution - Finance - Financial management/services **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Interview applicants for loans -...


  • Brampton, Canada Pal Logistics Full time

    Education: College/CEGEPExperience: 2 years to less than 3 yearsWork settingFinancial institutionFinanceFinancial management/servicesTasksAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsInterview applicants for loansPromote sale of credit and loan...


  • Brampton, Canada Pal Logistics Full time

    Education: Expérience: EducationCollege/CEGEPWork settingFinancial institutionFinanceFinancial management/servicesTasksAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsInterview applicants for loansPromote sale of credit and loan servicesResearch and...


  • Brampton, Canada Vertex Insurance Brokers Ltd. Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Work setting**: - Insurance **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 - Promote sale of...


  • Brampton, Canada Vertex Insurance and Investments Inc. Full time

    Education: College/CEGEP - Experience: 2 years to less than 3 years **Work setting**: - Insurance **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 - Promote sale of credit and loan services - Research...


  • Brampton, Canada BMO Financial Group Full time

    52 Peel Centre Drive Brampton Ontario,L6T 0E2 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • Brampton, Canada President's Choice Financial Full time

    Referred applicants should not apply directly to this role. All referred applicants must first be submitted through Workday by a current Loblaw Colleague. Location: 3045 Mavis Rd, Mississauga, Ontario, L5C 1T7 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products....


  • Brampton, Canada Meridian Credit Union Full time

    **About this opportunity** At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. We have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member...


  • Brampton, Canada Purpose Immigration Services Inc. Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...


  • Brampton, Canada Payday Shop Full time

    Education: Secondary (high) school graduation certificateExperience: 7 months to less than 1 yearTasksApprove or reject applications, or recommend applications for approval or rejectionComplete credit and loan documentationInterview applicants for loansOpen new personal and non-personal accounts, and provide access to automated banking machine, telephone...


  • Brampton, Canada Payday Shop Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksApprove or reject applications, or recommend applications for approval or rejectionComplete credit and loan documentationInterview applicants for loansOpen new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online...


  • Brampton, Canada Purpose Immigration Services Inc. Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve...


  • Brampton, Canada A-1 RAILINGS LTD Full time

    Education: Master's degree - Experience: 5 years or more **Work setting**: - Finance **Budgetary responsibility**: - $1,500,001 - $4,000,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions -...


  • Brampton, Canada EMBASSY GRAND CONVENTION CENTRE Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningEstablish objectives for the organization and...


  • Brampton, Canada EMBASSY GRAND CONVENTION CENTRE Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish objectives for the organization and formulate or approve policies and programsRepresent the organization, or delegate representatives to act on behalf of the organization, in...


  • Brampton, Canada EMBASSY GRAND CONVENTION CENTRE Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planningEstablish objectives for the organization and formulate or approve...


  • Brampton, Canada EMBASSY GRAND CONVENTION CENTRE Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsEstablish objectives for the organization and formulate or approve policies and programsRepresent the organization, or delegate representatives to act on behalf of the organization, in negotiations or other...