Job description:
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
