To apply for the Financial Services Representative position at Paul Gupta & Associates in Oakville, ON, you can follow the application instructions provided in the job posting. Here’s a summary of the details:

Location: Oakville, ON
Salary: $28.00 hourly / 37.5 hours per week
Employment Type: Permanent, Full-time
Work Schedule: Day, Early Morning, Morning
Start date: Starts as soon as possible
Vacancies: 1


  • Education: College/CEGEP
  • Experience: 2 years to less than 3 years


  1. Approve or reject applications, or recommend applications for approval or rejection
  2. Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment, and other financial goals
  3. Complete credit and loan documentation
  4. Forward irreconcilable accounts for collector action
  5. Interview applicants for loans
  6. Open new personal and non-personal accounts, and provide access to automated banking machines, telephone banking, and online banking services
  7. Prepare statements on delinquent accounts
  8. Promote the sale of credit and loan services
  9. Research and evaluate loan applicants’ financial status, references, credit, and ability to repay the loan
  10. Review and update credit and loan files
  11. Submit credit and loan applications to management

Work Conditions and Physical Capabilities:

  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Tight deadlines
  • Work under pressure

Personal Suitability:

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Flexibility
  • Judgement
  • Organized
  • Team player

Employment Groups:

  • This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of the following groups: Indigenous people, Newcomers to Canada, Older workers, Veterans, Visible minorities, Youth.

Who can apply to this job?

  • The employer accepts applications from Canadian citizens and permanent or temporary residents of Canada.
  • Other candidates with or without a valid Canadian work permit.

To apply, you can send your application via email to Make sure to follow any instructions provided by the employer and include your resume and any other required documents. Good luck with your application!

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