Financial Solutions Consultant

4 weeks ago

Oakville, Ontario, Canada Paul Gupta & Associates Full time
Position Overview

As a Financial Solutions Consultant at Paul Gupta & Associates, you will play a crucial role in assisting clients with their financial aspirations. Your expertise will help clients navigate through various financial products and services to achieve their goals.

Key Responsibilities
  • Client Assistance: Provide tailored solutions to meet clients' financial objectives, including business growth, debt management, and investment strategies.
  • Application Management: Evaluate and process loan applications, ensuring all necessary documentation is completed accurately.
  • Account Management: Open and manage both personal and business accounts, facilitating access to various banking services.
  • Credit Evaluation: Conduct thorough assessments of loan applicants' financial status, including credit history and repayment capabilities.
  • Documentation: Prepare and maintain comprehensive records of credit and loan files, ensuring compliance with company policies.
  • Sales Promotion: Actively promote credit and loan services to clients, enhancing their financial literacy and options.
Qualifications
  • Education: Completion of post-secondary education in a relevant field.
  • Experience: A minimum of 2 years of experience in financial services or a related area.
  • Skills: Strong attention to detail, excellent communication abilities, and a client-focused approach.
Work Environment

This role requires the ability to work in a fast-paced environment with a large caseload and tight deadlines. You will be expected to demonstrate flexibility and strong organizational skills while maintaining a high level of accuracy.

Personal Attributes

The ideal candidate will possess:

  • Strong interpersonal skills
  • Judgment and decision-making capabilities
  • A collaborative team spirit

Join us in providing exceptional financial services that empower our clients to achieve their financial dreams.

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