Financial Sales Representative Full Time

Financial Sales Representative
TDF Management Services Inc.
3151 Mayfield Avenue, Halifax, NS, B3L 4B3
Working location: Halifax, Nova Scotia, Canada
Salary: $55,000 annually
Job type: Full-time
Schedule: Monday to Friday – 40 hours/week
Minimum Qualifications:
• Computer and technology knowledge: MS Word, Microsoft Office, MS Excel
• Education: Bachelor’s Degree
• Work Experience: minimum 5 years
• Knowledge of Information System, Banking System
• Understanding banking operations and business development would be an asset
Languages: English
Start date: October 1st, 2025
Vacancies: 1
Main job duties:
• Interview applicants for personal, mortgage, student and business loans
• Promote the sale of deposit, investment, credit and loan products and services
• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
• Research and evaluate loan applicant’s financial status, references, credit and ability to repay the loan
• Complete credit and loan documentation
• Review and update credit and loan files
• Act as joint custodian for cash and securities
• Receive targets and register challenging targets in business activities
• Monitor and manage work completion against budget and targets
• Develop the budget according to the annual operating plan and manage the operating budget according to the approved limit
• Responsible for implementing partner development activities, business cooperation programs, and sales promotion activities in the lending sector
• Develop partners in the assigned area, evaluate, appraise, and propose cooperation with potential partners to the competent approval level to develop the market and expand the customer network;
• Analyze and evaluate the market, provide necessary consultation, and participate in developing policies and regulations on selecting and developing partners to promote market share development
• Monitor, analyze, and evaluate the effectiveness of Auto/Mortgage Loan product lines
• Consult with Management to build/adjust products, business plans, and effective sales contest programs
• Implement cooperation programs with partners to ensure a balance of risk and profit
• Participate in building and creating Business Performance Management tools
• Participate in building and managing data systems to serve financial reports, performance reports, and analysis reports related to finance to meet the internal management requirements
Work conditions and physical capabilities
• Fast-paced environment
• Work under pressure
• Attention to detail
Personal suitability
• Efficient interpersonal skills
• Excellent oral communication
• Flexibility
• Judgement
• Organized
• Team player
• Management Skills
• Negotiation
• Critical thinking

The employer accepts applications from:
• Canadian citizens and permanent residents of Canada.
• Overseas candidates.
Please submit your application to this email: [email protected]
You must include in your application: Cover letter and Resume
Deadline for application: 5:00 PM (AST) – Saturday, April 12th, 2025
Only qualified applicants will be shortlisted and invited for an interview.