Financial services representative

Paul Gupta & Associates based in Oakville, ON is inviting applications from suitable candidates for the position of Financial services representative. Paul Gupta & Associates committed to providing our clients with the highest level of accounting services. Our team of experienced accountants has extensive knowledge and expertise in corporate and personal accounting. We are dedicated to helping our clients achieve their financial goals and grow their businesses. The candidates selected for the vacancy will be required to start the work as soon as possible.

Job Description:

Employer Name: Paul Gupta & Associates
Position: Financial services representative
No of Vacancies: 1
Salary: $30.00 hourly 37.5 hours per week
Employment Type: Permanent employment Full time
Location: Oakville, ON
Shifts: Day, Early Morning, Morning


Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as college/CEGEP
Experience: Candidates should have experience of 2 years to less than 3 years
Security and safety: Basic security clearance

Physical Requirements:

  • The candidates should demonstrate meticulous attention to detail to ensure accuracy and precision in their work
  • The candidates should be able to thrive in a fast-paced environment, managing tasks efficiently and meeting deadlines
  • The candidates should be prepared to handle a large caseload while maintaining quality and meeting tight deadlines
  • The candidates should be able to work effectively under pressure, maintaining composure and delivering results

Other Requirements:

  • The candidates should exhibit accuracy in their work, ensuring precision and correctness in all tasks, and demonstrate a strong focus on meeting client needs and ensuring client satisfaction
  • The candidates should possess efficient interpersonal skills for effective communication and collaboration with clients and colleagues, have excellent oral communication skills, able to articulate ideas and information clearly and persuasively, and display flexibility in adapting to changing circumstances and tasks
  • The candidates should exercise good judgment in decision-making and problem-solving situations, be organized in managing tasks and responsibilities efficiently, and be team players, capable of collaborating effectively with colleagues to achieve common objectives

Candidate Status:

  • Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
  • International Candidates who don’t have a valid Canadian work permit also can apply


  • The candidates should be able to approve or reject applications, or recommend applications for approval or rejection, and assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and other financial goals
  • The candidates should be able to complete credit and loan documentation, forward irreconcilable accounts for collector action, interview applicants for loans, and open new personal and non-personal accounts and provide access to automated banking machines, telephone banking, and online banking services
  • The candidates should be able to prepare statements on delinquent accounts, promote the sale of credit and loan services, research and evaluate loan applicants’ financial status, references, credit, and ability to repay the loan, review and update credit and loan files, and submit credit and loan applications to management

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email




We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!

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