Financial Services Specialist
4 weeks ago
We are seeking a skilled Financial Services Specialist to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.
Key Responsibilities- Approve or reject loan applications based on client financial status and creditworthiness
- Assist clients in achieving their financial goals through personalized solutions
- Promote the sale of credit and loan services to clients
- Review and update client credit and loan files
- Submit loan applications to management for approval
- College/CEGEP education
- 2 years to less than 3 years of experience in financial services
- Basic security clearance
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment with tight deadlines
As a Financial Services Specialist at Paul Gupta & Associates, you will work in a dynamic and fast-paced environment with a large caseload. You will be required to work under pressure and meet tight deadlines while maintaining a high level of accuracy and attention to detail.
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Financial Insurance Specialist
4 weeks ago
Oakville, Ontario, Canada Serenia Life Financial Full timeUnlock Your Potential as a Financial Insurance SpecialistSerenia Life Financial is seeking an experienced Financial Insurance Specialist to join our team. As a Financial Insurance Specialist, you will be responsible for identifying new client opportunities, understanding their financial needs, and recommending tailored solutions.Key Responsibilities:Business...
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Financial Record Specialist
4 weeks ago
Oakville, Ontario, Canada CAREER CANADA IMMIGRATION SERVICES INC Full timeCAREER CANADA IMMIGRATION SERVICES INC is seeking a skilled Financial Record Specialist to join our team. As a Financial Record Specialist, you will be responsible for calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and preparing other statistical, financial and accounting reports.The ideal candidate will...
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Financial Planning Specialist
1 month ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeJob SummaryNashat Management Services is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our accounting department, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsManage and...
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Financial Planning Specialist
4 weeks ago
Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full timeJob DescriptionNashat Management Services is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our accounting and financial services department, you will be responsible for providing expert advice and guidance to clients on all aspects of financial planning and management.Key ResponsibilitiesDevelop and implement...
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Financial Services Specialist
2 weeks ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeAt Paul Gupta & Associates, we are seeking an experienced Financial Services Specialist to join our team. As a key member of our financial services team, the successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.Key...
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Financial Accounting Specialist
1 week ago
Oakville, Ontario, Canada CCFS Accounting Services Inc. Full timeJob DescriptionWe are seeking a detail-oriented and organized Financial Accounting Specialist to join our team at CCFS Accounting Services Inc. In this role, you will be responsible for managing financial records, preparing financial statements, and ensuring accurate accounting practices.Key Responsibilities:Manage general ledgers, financial statements, and...
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Financial Services Specialist
4 weeks ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeWe are seeking a skilled Financial Services Specialist to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and promoting the sale of credit and loan services.Key ResponsibilitiesApprove or reject loan...
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Financial Management Specialist
5 days ago
Oakville, Ontario, Canada Road Track Consultancy Services Full timeJob Description:We are seeking a skilled Financial Management Specialist to join our team at Road Track Consultancy Services.Key Responsibilities:Calculate and prepare cheques for payroll, ensuring timely disbursement to employees.Determine fixed assets and depreciation, maintaining accurate records for financial reporting purposes.Manage financial records,...
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Financial Services Specialist
3 weeks ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeWe are seeking a skilled Financial Services Specialist to join our team at Paul Gupta & Associates. In this role, you will be responsible for approving or rejecting loan applications, recommending applications for approval or rejection, and assisting clients with financial objectives such as business expansion and debt management.Key Responsibilities:Approve...
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Financial Services Specialist
4 weeks ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeWe are seeking a skilled Financial Services Specialist to join our team at Paul Gupta & Associates. As a key member of our team, you 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 applicationsAssist clients...
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Oakville, Ontario, Canada CCFS Accounting Services Inc. Full timeJob DescriptionWe are seeking an experienced Accountant to join our team at CCFS Accounting Services Inc. as a Financial Statement Specialist.About the JobThis is a permanent, full-time opportunity with a competitive salary range of $60,000 - $80,000 per year, depending on experience.Key ResponsibilitiesCalculate and prepare cheques for payroll, fixed assets...
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Financial Services Specialist
4 weeks ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Paul Gupta & Associates. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesApprove or reject loan applications, or recommend applications...
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Senior Financial Accounting Specialist
1 month ago
Oakville, Ontario, Canada financial-advisor Full timeFinancial Reporting and Analysis ExpertWe are seeking a highly skilled Financial Reporting and Analysis Expert to join our team at a publicly traded real estate company. As a key member of our financial team, you will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions.About the...
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Financial Data Specialist
3 weeks ago
Oakville, Ontario, Canada BAITRAK BENEFIT ADMINISTRATORS INC. Full timeWe are seeking a highly organized and detail-oriented Financial Data Specialist to join our team at BAITRAK BENEFIT ADMINISTRATORS INC. As a key member of our administration team, you will be responsible for storing, updating, and retrieving financial data, performing clerical duties, and completing documentations for the administration of benefits.In this...
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Financial Control Specialist
4 weeks ago
Oakville, Ontario, Canada Gutmann North America Full timeJob Title: Financial Control SpecialistAbout the Role:We are seeking a highly skilled Financial Control Specialist to join our team at Gutmann North America. As a key member of our finance department, you will be responsible for identifying and investigating compliance issues, planning and controlling budget and expenditures, and establishing and...
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Accounting Specialist
1 month ago
Oakville, Ontario, Canada CCFS Accounting Services Inc. Full timeAccounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at CCFS Accounting Services Inc. The ideal candidate will have a strong background in accounting principles and practices, with a focus on financial record keeping and bookkeeping.Key Responsibilities:Prepare and maintain accurate financial records, including ledgers...
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Financial Operations Specialist
1 week ago
Oakville, Ontario, Canada Paul Gupta & Associates Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Paul Gupta & Associates.About the RoleThis is a permanent, full-time position with 35 hours per week. The successful candidate will be responsible for preparing financial records, maintaining general ledgers, and reconciling accounts....
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Financial Reporting Specialist
6 days ago
Oakville, Ontario, Canada Spark Power Corp Full timeOverviewAt Spark Power Corp, we are seeking a highly skilled Financial Reporting Specialist to join our team in Oakville. As a key member of our finance department, you will play a crucial role in ensuring the accuracy and timeliness of our financial reporting.
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Oakville, Ontario, Canada Meridian Full timeCompany OverviewMeridian Credit Union is a leading financial institution in Ontario, serving over 360,000 members with a strong commitment to community development and employee growth. With a history spanning more than 75 years, Meridian has established itself as a trusted partner for individuals, businesses, and communities across the province.Compensation...
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Accounting Specialist
4 weeks ago
Oakville, Ontario, Canada CCFS Accounting Services Inc. Full timeAt CCFS Accounting Services Inc., we are seeking an experienced Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and prepare cheques for...