Financial Services Representative
2 months ago
Education: College/CEGEP
- Experience: 2 years to less than 3 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
- Interview applicants for loans
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- 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
**Security and safety**:
- Basic security clearance
**Work conditions and physical capabilities**:
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
**Personal suitability**:
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 37.5 hours per week
-
Customer Service Representative
1 week ago
Oakville, Canada BMO Financial Group Full time240 Leighland Ave, Unit 112b Oakville Ontario,L6H 3H6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Financial Services Advisor
2 days ago
Oakville, Canada Selectpath Benefits & Financial Inc. Full timeSelectpath Benefits & Financial Inc. works in partnership with our clients to guide them along “the Right Path” to financial security and success by implementing customized solutions through innovation, excellence, and integrity. Our team of industry experts specializes in benefits and pension, personal and corporate financial planning, and human...
-
Financial Services Representative Ii
1 month ago
Oakville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
1 month ago
Oakville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Sales Representative
1 month ago
Oakville, Canada PC Financial Full time**All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 201 Oak Walk Dr, Oakville, Ontario, L6H 6M3 **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...
-
Sales Representative
3 weeks ago
Oakville, Canada PC Financial Full time**All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 493 Dundas Street West, Oakville, Ontario, L6M 1L9 **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...
-
Financial Services Representative Ii
1 month ago
Oakville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
1 month ago
Oakville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
General Manager
7 days ago
Oakville, Canada Bluetown Financial Consultancy Inc. Full timeEducation: Bachelor's degree - Experience: 5 years or more **Work setting**: - Financial management/services **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated...
-
Financial Services Representative Ii
1 day ago
Oakville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Insurance Advisor
4 weeks ago
Oakville, Canada Serenia Life Financial Full timeJoin a legacy of compassion and financial empowerment at Serenia Life Financial, where we've been enriching lives for nearly a century. Are you ready to embark on a career path where you can make a meaningful difference in people's lives while achieving your own professional and financial goals? Serenia Life Financial is seeking passionate individuals to...
-
Financial Services Representative
3 days ago
Oakville, Canada Paul Gupta & Associates Full timeEducation: College/CEGEP - Experience: 2 years to less than 3 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 - Interview applicants for...
-
financial services representative
2 months ago
Oakville, Canada Paul Gupta & Associates Full timeEducation: College/CEGEPExperience: 2 years to less than 3 yearsTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationForward...
-
financial services representative
2 months ago
Oakville, Canada Paul Gupta & Associates Full timeEducation: Expérience: EducationCollege/CEGEPTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationForward irreconcilable accounts for...
-
financial services representative
5 days ago
Oakville, Canada Paul Gupta & Associates Full timeEducation: College/CEGEPExperience: 2 years to less than 3 yearsTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationForward...
-
financial services representative
1 week ago
Oakville, Canada Paul Gupta & Associates Full timeEducation: Expérience: EducationCollege/CEGEPTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationForward irreconcilable accounts for...
-
Customer Service Representative
1 week ago
Oakville, Canada BMO Financial Group Full time475 Cornwall Road Oakville Ontario,L6J 7S8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
5 days ago
Oakville, Canada BMO Financial Group Full time1461 Rebecca Street Oakville Ontario,L6L 1Z8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Customer Service Representative
1 day ago
Oakville, Canada BMO Financial Group Full time240 N Service Rd, Unit P-3040 Oakville Ontario,L6M 2Y5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...
-
Customer Service Representative
3 weeks ago
Oakville, Canada BMO Financial Group Full time2536 Third Line, Bldg B Oakville Ontario,L6M 0G8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...