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Financial Services Manager

4 weeks ago

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

Job Summary: We are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.

Key Responsibilities:

  • Approve or reject loan applications based on client financial status and creditworthiness
  • Assist clients in achieving their financial goals through business expansion, debt management, and investment
  • Complete and review credit and loan documentation to ensure accuracy and compliance
  • Network with clients and business partners to promote banking services and attract new customers

Requirements:

  • Secondary (high) school graduation certificate
  • 1 to less than 7 months of experience in a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with tight deadlines

Work Setting: Urban area

Work Conditions and Physical Capabilities:

  • Attention to detail
  • Fast-paced environment
  • Tight deadlines
  • Work under pressure

Personal Suitability:

  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Integrity
  • Quick learner

Support for Newcomers and Refugees: Does not require Canadian work experience

Support for Youths: Offers on-the-job training tailored to youth

Support for Indigenous People: Develops and maintains relationships with indigenous communities, indigenous-owned businesses, and organizations

Supports for Visible Minorities: Applies hiring policies that discourage discrimination against members of visible minorities

Work Term: Permanent

Work Language: English

Hours: 37.5 hours per week