Home Financing Specialist (Hybrid)
By Questrade Financial Group At North York, Ontario, Canada
Strong Client engagement skills; focusing on client experience and connecting on a personal level is key to building a meaningful relationship
Competitive compensation and benefits packages
Strong relationship building and networking skills; building connections, generating opportunities and delivering bottom line results
Fact-find effectively to establish the client’s current finances and future aspirations
Maintain generic knowledge of the financial services industry, competition, trends and market conditions
Health & wellbeing resources and programs
Account Executive, Equipment Leasing
By Summit Search Group At Canada
Strong background in sales and experience in originating, qualifying, and closing a variety of lease and loan finance products is preferred.
Knowledge and understanding of tax, accounting, credit, legal and documentation issues in connection with equipment finance and leasing is preferred.
Professional sales, negotiation, and presentation skills with excellent oral and written communication skills.
3+ years of experience in equipment financing is required
Experience and ability to structure, price, negotiate, and close transactions
Proven experience nurturing client relationships and building a book of business
Director - Financing - Tech And Innovation- En
By Desjardins At Montreal, Quebec, Canada
Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
Identify and analyze member/client needs and develop personalized solutions. Prepare integrated service offers. Negotiate applicable conditions with members and clients
For vacant positions available in Quebec, please note that knowledge of French is required
In-depth knowledge of credit analysis
In-depth knowledge of tech business models, revenue models and metrics
Strong knowledge of financial structuring and financial modelling

Are you looking for an exciting opportunity to join a dynamic team of Equipment Leasing and Financing Specialists? We are looking for an experienced professional to join our team and help us provide our customers with the best financing solutions for their equipment needs. As an Equipment Leasing and Financing Specialist, you will be responsible for evaluating customer needs, developing financing solutions, and managing the entire process from start to finish. If you have a passion for helping customers and a knack for finding creative solutions, this could be the perfect job for you!

Overview:

Equipment Leasing and Financing Specialists are responsible for helping businesses acquire the equipment they need to operate. They work with clients to assess their needs and develop financing solutions that meet their budget and timeline. They also negotiate terms and conditions with lenders, review financial statements, and ensure compliance with regulations. They must have a strong understanding of the equipment leasing and financing industry and be able to provide sound advice to clients.

How To Become an Equipment Leasing And Financing Specialist:

To become an Equipment Leasing and Financing Specialist, you must have a bachelor’s degree in finance, accounting, or a related field. You must also have experience in the equipment leasing and financing industry. Additionally, you must have excellent communication and negotiation skills, as well as a strong understanding of the legal and regulatory aspects of the industry.

Equipment Leasing And Financing Specialist Skills:

• Knowledge of the equipment leasing and financing industry
• Excellent communication and negotiation skills
• Ability to assess client needs and develop financing solutions
• Ability to review financial statements
• Understanding of legal and regulatory aspects of the industry
• Proficiency in Microsoft Office Suite

What is Equipment Leasing And Financing Specialist Knowledge?

• Knowledge of the equipment leasing and financing industry
• Understanding of legal and regulatory aspects of the industry
• Knowledge of financial statements
• Understanding of the principles of accounting
• Knowledge of the principles of finance

What is Equipment Leasing And Financing Specialist Responsibilities?

• Assess client needs and develop financing solutions
• Negotiate terms and conditions with lenders
• Review financial statements
• Ensure compliance with regulations
• Provide sound advice to clients
• Monitor the progress of financing solutions

What is Equipment Leasing And Financing Specialist Experience?

• Previous experience in the equipment leasing and financing industry
• Experience in financial analysis
• Experience in customer service
• Experience in sales

What is Equipment Leasing And Financing Specialist Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Knowledge of the equipment leasing and financing industry
• Excellent communication and negotiation skills
• Understanding of legal and regulatory aspects of the industry
• Proficiency in Microsoft Office Suite

Equipment Leasing And Financing Specialist Education:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certifications such as Certified Leasing and Financing Professional (CLFP)
What tools help Equipment Leasing And Financing Specialist work better?
• Financial analysis software
• Customer relationship management (CRM) software
• Accounting software
• Spreadsheet software
• Document management software
Good tips to help Equipment Leasing And Financing Specialist do more effectively?
• Stay up to date on industry trends and regulations
• Develop strong relationships with lenders
• Maintain accurate records of all transactions
• Monitor the progress of financing solutions
• Provide sound advice to clients
Common Equipment Leasing And Financing Specialist interview questions?
• What experience do you have in the equipment leasing and financing industry?
• How do you assess client needs and develop financing solutions?
• What strategies do you use to negotiate terms and conditions with lenders?
• How do you ensure compliance with regulations?
• What techniques do you use to provide sound advice to clients?