Financial Services Representative

2 weeks ago

Mississauga, Ontario, Canada Ontario Inc. Full time

Job Summary: We are seeking a highly skilled Financial Services Representative to join our team at Ontario Inc. As a Financial Services Representative, you will be responsible for assisting clients with their financial objectives, including business expansion, debt management, and investment.

Key Responsibilities:

  • Assist clients in achieving their financial goals through the provision of financial solutions and services.
  • Complete credit and loan documentation, and submit applications to management for review.
  • Interview loan applicants to assess their financial status, credit history, and ability to repay loans.
  • Network with clients and other stakeholders to promote the sale of loan and investment services.
  • Review and update credit and loan files to ensure accuracy and compliance with regulatory requirements.

Requirements:

  • College/CEGEP education.
  • 2 years to less than 3 years of experience in a related field.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment with a large caseload.
  • Attention to detail and ability to work under pressure.

Work Environment:

  • Urban area.
  • 37.5 hours per week.
  • Parking available.

Language: English.

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