Financial services representative
Vertex Insurance and Investments Inc.
Overview
Languages
English
Education
- College/CEGEP
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Insurance
- Finance
- Business services
Responsibilities
Tasks
- Approve or reject applications, or recommend applications for approval or rejection
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Promote sale of credit and loan services
- Research and evaluate loan applicant’s financial status, references, credit and ability to repay loan
- Review and update credit and loan files
- Submit credit and loan applications to management
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Organized
- Quick learner
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Support for newcomers and refugees
- Participates in a government or community program or initiative that supports newcomers and/or refugees
- Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.)
Support for Indigenous people
- Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
Supports for visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)