Job Summary

We are seeking a dedicated and personable Financial Representative to join our team. In this role, you will serve as a trusted advisor to clients, helping them achieve their financial goals through personalized service and tailored financial solutions. The ideal candidate will possess strong customer service skills, a passion for sales, and a solid understanding of financial services. This position offers an excellent opportunity for professional growth within the financial industry.

Duties

- Provide exceptional customer service by addressing client inquiries and offering tailored financial advice
- Assist clients with financial planning, investment options, and insurance products
- Conduct sales of financial products and services, including upselling opportunities to meet client needs
- Handle cash transactions accurately, including cash handling and cash management responsibilities
- Manage cashiering duties such as processing payments, deposits, and withdrawals with precision
- Maintain detailed records of client interactions and transactions in compliance with company policies
- Educate clients on various financial products to promote informed decision-making
- Identify opportunities for cross-selling additional services to enhance client satisfaction and business growth

Requirements





- Proven experience in customer service, sales, or financial services preferred
- Clear understanding of Pay Day Loan Products, rules, regulations governing them in Ontario Province
- Proficient with PCs, Microsoft Office (Excel, Word, and Outlook), strong keyboarding skills and an ability to learn and master new software programs.
- Strong math skills with the ability to perform accurate cash handling and cash management tasks
- Excellent communication and interpersonal skills to build rapport with clients
- Ability to upsell products effectively while maintaining ethical standards
- Basic proficiency in cashiering and familiarity with financial transactions
- Demonstrated ability to work independently and as part of a team in a fast-paced environment
- Experience in payday loans, non-prime lending, or consumer finance is a plus!
- Diploma or bachelor’s in finance, business, or a related field is an asset.

This role is ideal for motivated individuals seeking a rewarding career in the financial industry, where they can develop their skills while helping clients achieve their financial objectives. Please send your resume on [email protected]

Job Type: Part time

Pay: From $17.60 per hour

Work Location: In person

📌 Financial Service Representative (Oshawa)
🏢 Payday Loan Direct
📍 Oshawa