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credit officer
Posted on October 16, 2024 by Employer details IG Wealth Management
Job details
IG Wealth Management (IG) delivers personalized financial solutions to approximately one million Canadians, through a network of about 3000 Consultants/associates located across Canada. We are one of Canada's oldest and largest financial services companies. In addition to an exclusive family of mutual funds and other investment vehicles, IG Wealth Management offers a wide range of mortgages, banking services, insurance and brokerage services offered through Investors Group Securities Inc. IG Wealth Management is a member of the Power Financial Corporation group of companies. Our focus on community involvement and commitment to supporting the professional growth of our people has made us a recognized and growing leader in our industry. We are looking for an experienced candidates to join our Halifax Regional Office team, where you will be working with an established division and consultant practice. If you are interested in this position, please apply this job to our email address at IG.Halifax41@gmail.com. No drop in, no phone calls please. Only candidates selected for interview will be contacted. Company Name: IG Wealth Management Halifax Office Position: Credit Officer NOC Code: 63102 Position Type: Permanent Full time Salary: $29 per hour for 37.5 hours per week, plus sales commission and bonus Location: Halifax, NS *Main Duties and Responsibilities: * ? Review and update credit and loan files; ? Promote the sale of credit solution and credit protection; ? Respond to prospective customer queries about financial planning; ? Provide financial expertise to customers and provide optimal customer relationship; ? Interview and identify financing applicants by phone or in person for all credit solution for individual and small business; ? Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan; ? Develop an in-depth knowledge of organisational products and process; ? Discover and discuss needs-based financial solution opportunities and proactively promote deposit and investment products and services; ? Assist clients by proposing solutions to address financial objectives such as debt management, business expansion, investment and other financial goal; ? Coordinate with clients to complete account applications and collect support documents; ? Maintain awareness of latest legislative changes that may affect credit decisions; ? Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, marketing events, execution, evaluation, and sustainment of initiatives; ? Monitor and produce periodic client base report, credit product report, etc. from client management system to help consultant within the division to identify potential credit and lines of business opportunies; ? Conduct educational seminar both internally and externally to raise credit solution awareness; ? Prospecting and develop new relationship and account; ? Maintaining and servicing existing relationship and cross selling opportunities; ? Collaborate within the regional office and division, such as MPS, WPS and other consultants; ? Assist with budget preparation and planning; ? Continue learning and following the latest industry change and knowledge; ? Broader work or accountabilities may be assigned as needed. ? Some travel is required (20-30%) *Qualifications:* ? Minimum a university degree or college diploma in business administration, commerce, economics or a related field is required. ? Minimum 5 years of relevant experience is required. ? Strong knowledge of financial products, lending processes and loan documentation, and supporting policies, procedures, and technologies. ? Strong experience with customer sales and service. ? English is required, other language speakers are considered as an asset. ? Verbal & written communication skills - In-depth. ? Collaboration &- LocationHalifax, NS
- Workplace information On site
- Salary$29.00HOUR hourly
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9489912353
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