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easyfinancial Services

Financial Sales Representative

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 19, 2026
Education: High school diploma
Posting language: English
Posted: Oct 20, 2026

Original job description

Company Description easyfinancial Services, launched in 2006, is a leading non-prime consumer lender providing unsecured and secured personal loans of up to $100,000 across Canada. The company serves customers online and through a retail network of more than 400 locations, offering personal loans and point-of-sale financing. easyfinancial focuses on helping individuals who have been denied credit by traditional financial institutions gain access to essential credit. The organization supports customers in improving their credit scores and working toward prime lending rates, with a vision to offer everyday Canadians a path to a better financial future.

Role Description The Financial Sales Representative is a full-time, on-site role based in Montreal, QC. In this position, the individual will engage with customers in person and by phone to understand their financial needs, present lending options, and guide them through the application and approval process. The role involves assessing basic financial information, explaining loan terms and conditions clearly, and ensuring compliance with company policies and regulatory requirements. The Financial Sales Representative will build and maintain customer relationships, follow up on leads, meet sales and service targets, and contribute to a positive, inclusive branch environment.

Qualifications

Candidates should possess skills in Finance and Financial Services to understand lending products and basic credit concepts.
Candidates should possess strong Communication and Customer Service skills to interact effectively with diverse customers and explain financial information clearly.
Candidates should possess demonstrated Sales skills to identify customer needs, recommend appropriate solutions, and achieve performance targets.
Additional beneficial qualifications include experience in retail banking or consumer lending, proficiency with standard office and CRM software, and the ability to work in a fast-paced, target-driven environment.
A high school diploma is required; post-secondary education in finance, business, or a related field is an asset. Fluency in English and French is strongly preferred.

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More about this job

Responsibilities

Engage with customers in person and by phone to assess their financial needs, explain lending options and terms, and guide them through loan applications and approvals. Build customer relationships, follow up on leads, meet sales and service targets, and comply with company policies and regulatory requirements.

Requirements

A high school diploma is required; post-secondary education in finance, business, or a related field is an asset. Candidates should have finance, communication, customer service, and sales skills; experience in retail banking or consumer lending and proficiency with office and CRM software are beneficial, while English and French fluency is strongly preferred.

Skills

Finance
Financial Services
Communication
Customer Service
Sales
Lending Products
Credit Assessment
Lead Follow-Up
Loan Application Processing
Explaining Loan Terms
Regulatory Compliance
CRM Software
Target Achievement

Visa sponsorship

Not detected in the job text

Keywords

Consumer Lending
Personal Loans
Secured Loans
Unsecured Loans
Point-Of-Sale Financing
Financial Services
Credit Concepts
Credit Assessment
Loan Applications
Loan Approval
Loan Terms And Conditions
Customer Needs Assessment
Sales Targets
Service Targets
Customer Relationships
Lead Follow-Up
Regulatory Compliance
Company Policies
Retail Banking
CRM Software
Office Software
English
French

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