Financial Services Specialist

5 days ago


Mississauga, Ontario, Canada ADI & ADI FINANCIAL INC. Full time
Financial Services Representative Job Description

At ADI & ADI FINANCIAL INC., we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and financial solutions to our clients.

Key Responsibilities:
  • Review and process loan applications, ensuring timely and accurate decision-making.
  • Assist clients in achieving their financial goals through personalized financial planning and advice.
  • Collaborate with internal teams to ensure seamless loan processing and customer satisfaction.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices.
Requirements:
  • College/CEGEP degree or equivalent.
  • 7 months to less than 1 year of experience in a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment with tight deadlines.
  • Strong analytical and problem-solving skills.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • A chance to make a real difference in the lives of our clients.

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