Financial Services Specialist
2 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
2 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
2 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
3 weeks 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 Services Specialist
1 month ago
Oakville, Ontario, Canada Randstad Canada Full timeJob Title: Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team at Randstad Canada. As a key member of our team, you will be responsible for preparing and reviewing financial documents, including statements and reports.Responsibilities:Prepare and review financial documents, including statements and...
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Financial Services Specialist
1 month ago
Oakville, Ontario, Canada Randstad Canada Full timeJob Title: Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team at Randstad Canada. As a key member of our team, you will be responsible for preparing and reviewing financial documents, including statements and reports.Responsibilities:Prepare and review financial documents, including statements and...
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Financial Planning Specialist
2 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
3 weeks ago
Oakville, Ontario, Canada Randstad Canada Full timeJob Title: Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team at Randstad Canada. As a key member of our team, you will be responsible for preparing and reviewing financial documents, including statements, and ensuring accuracy and attention to detail.Responsibilities:Prepare and review financial...
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Financial Services Specialist
3 days 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 Services Specialist
3 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. As a key member of our 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 Services Specialist
2 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 Services Specialist
1 month ago
Oakville, Ontario, Canada Randstad Canada Full timeJob Title: Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team at Randstad Canada. As a key member of our team, you will be responsible for preparing and reviewing financial documents, including statements, and ensuring accuracy and attention to detail.Responsibilities:Prepare and review financial...
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Financial Services Specialist
1 month ago
Oakville, Ontario, Canada Randstad Canada Full timeJob Title: Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team at Randstad Canada. As a key member of our team, you will be responsible for preparing and reviewing financial documents, including statements, and ensuring accuracy and attention to detail.Responsibilities:Prepare and review financial...
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Financial Services Specialist
1 week 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
2 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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Financial Services Specialist
2 months ago
Oakville, Ontario, Canada Randstad Full timeExciting Opportunity in Financial Services & InsuranceWe are seeking a skilled Statement Specialist to join our team at Randstad. As a key member of our customer service team, you will be responsible for providing exceptional communication skills and analytical thinking to excel in a high-volume work environment.About the RoleThis is an excellent opportunity...
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Financial Services Specialist
2 months ago
Oakville, Ontario, Canada Randstad Full timeExciting Opportunity in Financial Services & InsuranceWe are seeking a skilled Statement Specialist to join our team at Randstad. As a key member of our customer service team, you will be responsible for providing exceptional communication skills and analytical thinking to excel in a high-volume work environment.About the RoleThis is an excellent opportunity...
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Financial Services Specialist
2 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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Financial Insurance Specialist
1 month ago
Oakville, Ontario, Canada Serenia Life Financial Full time{"title": "Financial Insurance Advisor", "description": "Unlock Your Potential as a Financial Insurance Advisor with Serenia Life Financial!At Serenia Life Financial, we're dedicated to helping Canadians achieve financial security and peace of mind. As a Financial Insurance Advisor, you'll play a vital role in building deep relationships with clients and...
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Financial Insurance Specialist
1 month ago
Oakville, Ontario, Canada Serenia Life Financial Full time{"title": "Financial Insurance Advisor", "description": "Unlock Your Potential as a Financial Insurance Advisor with Serenia Life Financial!At Serenia Life Financial, we're dedicated to helping Canadians achieve financial security and peace of mind. As a Financial Insurance Advisor, you'll play a vital role in building deep relationships with clients and...
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Senior Financial Accounting Specialist
4 weeks ago
Oakville, Ontario, Canada financial-advisor Full timeSenior Financial Accounting AnalystWe are seeking a highly skilled Senior Financial Accounting Analyst to join our team at a publicly traded real estate company. As a key member of our financial team, you will be responsible for providing financial analysis and reporting to support business decisions.About the RoleThis is a challenging and rewarding role...