We are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology start-up. Their primary responsibility is to ensure that every applicant has an unparalleled customer journey from start to finish. This person is very organized, timely, and possesses exceptional attention to detail. The successful candidate will have excellent written and verbal communication skills and demonstrate empathy and attention to each client’s unique circumstances.

Previous experience in a sales or client experience role is required. A background in financial sales, loans, or bankruptcy is a strong asset.

The Company
Beautifi is a Canadian financial technology company that offers Canadians flexible financing solutions for elective medical procedures ranging from plastic surgery to fertility, dental, and medical aesthetics. Ranked #8 on Canada’s Top Growing Companies 2026 by The Globe and Mail, with 3,882% revenue growth over three years, Beautifi is one of the fastest growing fintech companies in the country and has achieved success through a customer-centric and technology-forward approach.

We do not believe in hidden fees, misleading rates, prepayment penalties, or unexpected charges. Our goal is to make health and beauty more affordable and to give Canadians access to the procedures they want or need, without having to wait. We are looking for people who want to grow with us and be part of Beautifi’s next stage of growth.

Key Responsibilities

Guide customers through the loan process from application to funding, ensuring clear communication, accurate information, and timely support

Apply strong interpersonal and consultative skills to convert prospects by understanding their needs and presenting the right solutions





Own and manage the full lifecycle for a high-volume pipeline of existing customers and new prospects

Manage inbound and outbound communications across multiple channels (AWS, SMS, Microsoft Teams, and email) and respond in a timely manner

Maintain accurate, timely, and complete records in Salesforce to support reporting, compliance, and handoffs

Coordinate across teams to complete documentation and approvals on time and act as a key liaison between customers and internal stakeholders

Provides feedback on customer trends, objections, and process gaps to support continuous improvements

Uphold industry-leading service standards and contribute to a supportive team environment

Qualifications

Bilingual (English / French) is an asset

Self-motivated individuals who learn quickly and exhibit exceptional organizational skills

Pleasant, friendly, and professional demeanour, enjoys working with others. This position involves a high volume of calls and communication with clients.

High performers with a proven track record of exceeding KPI’s and targets

Multi-taskers that can handle numerous active clients and remain organized and timely

Consistently demonstrates excellent written and verbal communication skills

A positive and can-do attitude, happy to assist with a range of different tasks

Ability to adapt to changing responsibilities and setting

Strong people skills and sales abilities, previous experience in a similar role is strongly preferred

Location

This is an in-person role based out of our Toronto office in Liberty Village. Weekend availability is required for this role.

What we offer

Base Salary ($50,000-$60,000) commensurate with experience

Bonuses and commissions based on performance

Dental, Vision, and Health Benefits – 100% employer-paid

Paid Vacation

Fun and energetic workplace

Advancement opportunities for top-performers

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📌 Representative, Client Experience (Loan Advisor) (Ontario)
🏢 Beautifi Solutions
📍 Ontario