Financial Services Professional

3 weeks ago


Brampton, Ontario, Canada Vertex Insurance and Investments Inc. Full time

Vertex Insurance and Investments Inc. is seeking a skilled Financial Services Professional to join our team. This permanent position offers a competitive salary of $60,000 per year, working 35 hours a week in a fast-paced environment.

About the Role

The ideal candidate will possess excellent communication skills, attention to detail, and the ability to work under pressure. As a Financial Services Professional, 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, references, and credit history
  • Assist clients with financial planning, debt management, investment, and other financial goals
  • Promote the sale of credit and loan services to attract new customers
  • Network with clients, partners, and industry professionals to build relationships and increase business opportunities
Requirements
  • Bachelor's degree in a related field (e.g., finance, business)
  • 1-2 years of experience in financial services or a related field
  • Excellent communication, interpersonal, and problem-solving skills
  • Ability to work under pressure and meet tight deadlines
Benefits
  • Competitive salary: $60,000 per year
  • Permanent full-time employment
  • Opportunities for professional growth and development
What We Offer
  • A dynamic and supportive work environment
  • Ongoing training and education opportunities
  • A chance to make a meaningful contribution to the financial well-being of our clients


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