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 their financial landscape effectively.

Key Responsibilities
  • Client Assistance: Engage with clients to identify and propose tailored solutions that align with their financial objectives, including business growth, debt management, and investment strategies.
  • Application Management: Evaluate and process applications, making informed recommendations for approval or rejection.
  • Documentation: Ensure all credit and loan documentation is completed accurately and efficiently.
  • Account Management: Open and manage both personal and business accounts, providing clients with access to various banking services.
  • Financial Assessment: Conduct thorough research and analysis of loan applicants' financial backgrounds, credit histories, and repayment capabilities.
  • File Maintenance: Regularly review and update credit and loan files to maintain accuracy.
  • Sales Promotion: Actively promote the sale of credit and loan services to enhance client engagement.
Qualifications
  • Education: Completion of post-secondary education (College/CEGEP).
  • Experience: A minimum of 2 years of relevant experience in financial services.
  • Security Clearance: Basic security clearance is required.
Work Environment

This role demands a keen attention to detail and the ability to thrive in a fast-paced environment with a substantial caseload and tight deadlines. You will be expected to work efficiently under pressure.

Personal Attributes
  • Strong client focus and interpersonal skills.
  • Excellent verbal communication abilities.
  • Organizational skills and the ability to work collaboratively as part of a team.
  • Flexibility and sound judgment in decision-making.
Work Conditions

This is a permanent position requiring a commitment of 37.5 hours per week, with a focus on delivering exceptional service to our clients.

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