Financial Services Consultant

4 weeks ago


Oakville, Ontario, Canada Paul Gupta & Associates Full time
Job Description

We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will play a critical role in supporting the growth and development of our clients.

Responsibilities:
  • Client Support
    • Analyze client financial data to identify opportunities for business expansion and financial optimization.
    • Develop and implement customized financial solutions to meet client objectives.
  • Loan Processing
    • Review loan applications to ensure accuracy and completeness.
    • Process loan documents and ensure timely submission to management.
  • Credit Evaluation
    • Assess creditworthiness of loan applicants.
    • Evaluate applicant's financial status, references, and ability to repay loans.
  • Account Management
    • Manage client accounts, including account opening, maintenance, and closure.
    • Provide exceptional customer service to resolve client inquiries and concerns.

Requirements:

  • Bachelor's degree in Finance, Accounting, or related field.
  • Minimum 2 years of experience in financial services, preferably in loan processing and credit evaluation.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment with tight deadlines.

What We Offer:

  • A competitive salary of $65,000 - $80,000 per year, based on experience.
  • Ongoing training and professional development opportunities.
  • A collaborative and dynamic work environment.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.


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