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Financial Services Team Leader

3 months ago

Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full time
Position Overview

As a Financial Services Team Leader at Infinity Wealth Solutions Inc., you will play a crucial role in guiding our clients towards achieving their financial aspirations. Your expertise will help in evaluating financial applications and providing tailored solutions.

Qualifications
  • Education: Secondary (high) school graduation certificate
  • Experience: 1 to less than 7 months in a relevant field
Work Environment

This position is based in an urban setting, where you will thrive in a fast-paced atmosphere with tight deadlines.

Key Responsibilities
  • Evaluate and process financial applications, making informed recommendations for approval or rejection.
  • Assist clients in achieving their financial objectives, including business growth, debt management, and investment strategies.
  • Prepare and finalize credit and loan documentation.
  • Conduct thorough research on applicants' financial backgrounds, including credit history and repayment capabilities.
  • Maintain and update credit and loan records.
  • Submit financial applications to management for further review.
  • Develop and nurture business relationships to promote our financial services and attract new clients.
Work Conditions
  • Attention to detail is essential.
  • Ability to work under pressure in a dynamic environment.
Personal Attributes
  • Strong client focus and interpersonal skills.
  • Excellent verbal and written communication abilities.
  • Organizational skills and the ability to work collaboratively as part of a team.
  • Integrity and a commitment to continuous learning.
Support for Diverse Communities

Infinity Wealth Solutions Inc. is committed to fostering an inclusive workplace. We support newcomers, youth, Indigenous communities, and visible minorities through tailored training and equitable hiring practices.

Employment Details
  • Job Type: Permanent
  • Language: English
  • Hours: 37.5 hours per week