JOB DESCRIPTION

Location: Brampton, ON L6W 0B6

Salary: $31.50 per hour for 35 hours per week

Number of vacancies: 1

Overtime: 1.5 times of gross pay after completion of 44 hours

Vacation Pay: 4% on every pay period

Job Type: Permanent employment

Job Responsibilities:

• Communicate with customers to assist them in ascertaining and securing financing, and advising them on the benefits of various financial programs.
• Research, identify, and present relevant loan/investment programs to new and existing customers
• Monitor cash flow and credit performance of customers
• Build profitable customer relationships by ensuring the satisfaction of existing customers, developing referrals, and meeting/exceeding sales goals
• Thorough knowledge of business and services to respond to customer inquiries
• Meet with customers to discuss short-term and long-term financial needs and goals
• Monitor changes in financial markets to best advice clients
• Generate new business through consumer profiling and needs analysis.
• Suggest investment opportunities, help them set a realistic budget and timeline, and advise them on tax deductions.
• Manage and service the existing customer portfolio.

Eligibility Requirements:

• A college diploma/CEGEP; typically, in finance, economics, accounting, or related field.
• Experience of minimum 2 to 3 years; in finance sector or related sector
• Sound knowledge of financial legislation.
• Proficiency in all Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Proven ability to identify sales opportunities and manage objections
• Data entry skills to input customer information accurately
• Oral communication skills to explain complex financial concepts in an easy-to-understand manner
• Interview skills to ask probing questions to determine customer needs

Send your resume to   vertexinvestments@outlook.com