Credit and Investment Manager
Company Description
Company Name: Storm Wise Financial Services Inc.
Location: #204-48 Alliance Blvd, Barrie, ON, L4M 5K3
Phone: (905) 479-0222
Website: http://swfinancial.ca/
Established in 2010, Storm Wise Financial Services Inc. has been providing quality financial consulting services to small businesses and individuals in and around GTA. Our core services include life insurance, car and home insurances, private equity investment, personal finance planning, personal loan, and corporate financial management consulting. Our elite team of financial advisors and consultants have helped many clients in developing proper strategies to reach their financial goals.
Job Description
Job Title: Credit and Investment Manager (NOC 0122)
Job Type: Full-time, Permanent
Salary: $47.00- $49.00/hr
Working hour: 9:30am – 5:30pm, Monday to Friday
Work Location: #204-48 Alliance Blvd, Barrie, ON, L4M 5K3
Responsibilities & Duties
- Plan, organize, and evaluate the administering of our financial services including, insurances, private equity investment, personal and commercial loans, corporate financial management, etc.
- Plan and manage the operating of investment funds and private equity
- Develop and maintain relationship with our high-profile clients and ensure that the service provided are aligned with their immediate and future needs
- Analyze and review loan and credit applications for approval or rejection
- Follow-up on the processing of loan applications and investigations
- Develop comprehensive financial management strategies for our clients
- Provide advice on how to maximize financial gains and minimize risks to our clients
- Ensure our company’s policies and procedures are followed according to established guidelines, update company’s credit policy when necessary
- Oversee preparation of monthly financial reports
Qualification
- University or master’s degree in business administration, commerce, finance, economics, or other related fields
- A minimum of 5 years of experience in the financial sector
- Experience working with Chinese-speaking clients is an asset
- Experience in banking, and credit analysis is preferred
- Demonstrated expertise in managing business-to-business relationships
- Be able to break down strategic problems, and analyses data and information to provide insights and suggest recommendations
- Strong communication and leadership skill
- Able to work flexible hours
- Self-motivated and the ability to lead changes
Job Types: Permanent, Full-time
Pay: $47.00-$49.00 per hour
Schedule:
