Job Details

Job Details
Company Description

Company Name: Storm Wise Financial Services Inc.
Location: #204-48 Alliance Blvd, Barrie, ON, L4M 5K3
Phone: (905) 479-0222
Email: info@swfinancial.ca
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
Job Type: Full-time, Permanent
Salary: $48.00- $52.00/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 report


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 Description