Credit Officer

IG Wealth Management
CA - Nova Scotia - Halifax
November 5, 2024
Financial

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 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 by sending your resume to ***. No drop-ins, 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 solutions and credit protection.
Respond to prospective customer queries about financial planning.
Provide financial expertise to customers and optimal customer relationship.
Interview and identify financing applicants by phone or in person for all credit solutions for individuals and small businesses.
Research and evaluate loan applicants' financial status, references, credit, and ability to repay the loan.
Develop an in-depth knowledge of organizational products and processes.
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 goals.
Coordinate with clients to complete account applications and collect supporting documents.
Maintain awareness of the latest legislative changes that may affect credit decisions.
Build change management plans of varying scope and type; lead or participate 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 reports, credit product reports, etc., from the client management system to help consultants within the division identify potential credit and lines of business opportunities.
Conduct educational seminars both internally and externally to raise credit solution awareness.
Prospect and develop new relationships and accounts.
Maintain and service existing relationships 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 changes 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, loan documentation, and supporting policies, procedures, and technologies.
Strong experience with customer sales and service.
English is required; other language speakers are considered an asset.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Knowledge of financial regulations and accounting processes - In-depth.
Strong analytical and problem-solving skills.
Mutual fund license required or must be obtained within the first 3 months of start; CSC is preferred but not required.
Insurance license required or must be obtained within the first year.
Proficiency in software tools including MS Office and internet applications.

Job Types: Full-time, Permanent

Pay: $29.00 per hour

Expected hours: 37.5 per week

Schedule:

Monday to Friday

Work Location: In person

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Read the full job description and apply online on the recuiter's web-site

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