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Financial Services Representative

2 months ago

Brampton, Ontario, Canada Pal Logistics Full time
About the Role

We are seeking a highly skilled Financial Services Representative to join our team at Pal Logistics. As a key member of our business development team, you will play a crucial role in driving growth and revenue through strategic partnerships and client relationships.

Key Responsibilities
  • Client Acquisition and Retention
    • Identify and pursue new business opportunities with financial institutions, consulting firms, and other relevant organizations.
    • Develop and maintain strong relationships with existing clients to ensure long-term partnerships and revenue growth.
  • Financial Analysis and Planning
    • Conduct thorough financial analysis to identify opportunities for business expansion, debt management, and investment.
    • Develop and implement financial plans to achieve business objectives and drive revenue growth.
  • Loan and Credit Services
    • Interview applicants for loans and evaluate their financial status, references, credit, and ability to repay loans.
    • Research and analyze loan applications to ensure compliance with company policies and regulatory requirements.
  • Financial Product Promotion
    • Promote financial products and services to clients and prospects, highlighting their benefits and value proposition.
    • Develop and maintain knowledge of financial products and services to stay up-to-date with industry trends and developments.
  • Financial Management and Reporting
    • Manage and analyze financial data to identify trends, opportunities, and challenges.
    • Prepare and present financial reports to stakeholders, including management and clients.
Requirements
  • Education
    • College/CEGEP degree in a relevant field, such as finance, business, or economics.
  • Experience
    • 2 years to less than 3 years of experience in a financial services role, preferably in a business development or client-facing capacity.
  • Skills
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
    • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
    • Proficiency in MS Office, including Excel, Word, and PowerPoint.
What We Offer
  • Competitive Salary and Benefits
    • A competitive salary and benefits package, including health insurance, retirement savings, and paid time off.
  • Opportunities for Growth and Development
    • Opportunities for career advancement and professional growth, including training and development programs.
  • Collaborative and Dynamic Work Environment
    • A collaborative and dynamic work environment, with a team of experienced professionals who are passionate about delivering exceptional results.