Financial Services Representative

2 weeks ago


Etobicoke, Canada Preferential Tax Services Inc Full time

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: 35 hours per week



  • Etobicoke, Canada CIBC Full time

    We’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...


  • Etobicoke, Canada CIBC Full time

    We’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...


  • Etobicoke, Canada TG and SG Investment Ltd. Full time

    Education: Bachelor's degree - 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 - Interview applicants for...


  • Etobicoke, Canada Humber Full time

    **Financial Aid Representative, Office of the Registrar - Regular Part-Time** - (26871) **Find Your Spot at Humber** At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what...


  • Etobicoke, Canada Cash Express Full time

    Education: Secondary (high) school graduation certificate - 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 - Open new personal...


  • Etobicoke, Canada Information Services Corporation Full time

    Company Name: ESC Corporate Services Ltd. Join ESC for this exciting opportunity! Who is ESC? ESC Corporate Services Ltd.(“ESC”) is a growing Canadian technology-enabled corporate services provider with offices in Toronto, ON, Montreal, QC and Vernon, BC. As part of a strategic growth strategy, ESC was acquired in 2015 by publicly listed (TSX: ISV)...


  • Etobicoke, Canada Elite Marketing and Sales Full time

    **Elite Marketing & Sales** is actively seeking high-quality, self-motivated Client Service Representatives who are keen to learn and passionate about providing exceptional service to each customer. Our work environment values professionalism, diversity, inclusion, and the opportunity for career success. At **Elite**, we believe that authentic relationships...


  • Etobicoke, Canada Jones DesLauriers Blevins Full time

    _**Benefit from joining our team!**_ We are growing and hiring a **Bilingual** **Group Service Representative **(English & French) in our Toronto office (located minutes away from Toronto Pearson International Airport). JONES DesLauriers Blevins, a JDB Group company, has been providing group benefits and retirement plan consulting services for over 25...


  • Etobicoke, Canada GOTOJOB INC Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 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 financial and administrative controls; formulate and approve...


  • Etobicoke, Canada CIBC Full time

    We’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...


  • Etobicoke, Canada Cintas Full time

    **Requisition Number**: 153093 Cintas is seeking a Route Service Sales Representative to manage and grow customer accounts in the Rental Division. Route Service Sales Representatives drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which the Route Service...


  • Etobicoke, Canada Cintas Full time

    **Requisition Number**: 164894 Cintas is seeking a Route Service Sales Representative to manage and grow customer accounts in the Rental Division. Route Service Sales Representatives drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which the Route Service...


  • Etobicoke, Canada Cintas Full time

    **Requisition Number**: 173614 Cintas is seeking a Route Service Sales Representative to manage and grow customer accounts in the Rental Division. Route Service Sales Representatives drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which the Route Service...


  • Etobicoke, Canada Cintas Full time

    Requisition Number : 173614 Job Description Cintas is seeking a Route Service Sales Representative to manage and grow customer accounts in the Rental Division. Route Service Sales Representatives drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which...


  • Etobicoke, Ontario, Canada Cintas Full time

    Requisition Number : 173614Job DescriptionCintas is seeking a Route Service Sales Representative to manage and grow customer accounts in the Rental Division. Route Service Sales Representatives drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which the...


  • Etobicoke, Canada Humber Full time

    **Accounts Receivable Representative - Financial Services - FT Support** - (24898) **Find Your Spot at Humber** At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it...


  • Etobicoke, Canada CIBC Full time

    We’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...


  • Etobicoke, Canada Provincial Smart Home Services Full time

    Company: Provincial Smart Home Services - HVAC & SMART HOME AUTOMATIONCompany Overview: Provincial Smart Home Services provides a range of smart home and HVAC solutions to homeowners across Canada. Our commitment to environmental sustainability is at the core of everything we do. We offer eco-friendly products and services that not only enhance your home but...


  • Etobicoke, Canada Provincial Smart Home Services Full time

    Company: Provincial Smart Home Services - HVAC & SMART HOME AUTOMATIONCompany Overview: Provincial Smart Home Services provides a range of smart home and HVAC solutions to homeowners across Canada. Our commitment to environmental sustainability is at the core of everything we do. We offer eco-friendly products and services that not only enhance your home but...


  • Etobicoke, Canada Provincial Smart Home Services Full time

    Company: Provincial Smart Home Services - HVAC & SMART HOME AUTOMATION Company Overview: Provincial Smart Home Services provides a range of smart home and HVAC solutions to homeowners across Canada. Our commitment to environmental sustainability is at the core of everything we do. We offer eco-friendly products and services that not only enhance your home...