Loan Advisor

Spring Financial

Loan Advisor providing financial solutions at Spring Financial, engaging customers and assisting with personal financing. Conducting outbound calls, qualifying customers, and driving satisfaction.

Posted 6/25/2026full-timeVancouver • 🇨🇦 CanadaMid-LevelSenior💰 CA$50,000 per yearWebsite

Tech Stack

Tools & technologies

Spring

About the role

Key responsibilities & impact

Use persuasive sales techniques to highlight the benefits of our financial solutions, handle objections, and pre-close deals efficiently.
Keep customers engaged throughout the sales cycle by creating urgency, reinforcing value, and proactively following up to secure commitments
Conducting outbound calls to develop new accounts (warm leads, no cold calling)
Qualifying customers, verifying employment & credit status
Listening and identifying the customer’s needs before educating and advising the customer on the best personal financing solution tailored to them.
Collecting, organizing, and delivering all relevant customer information & documentation to our financial partners to expedite the pre-approval process
Actively listening to customers and driving satisfaction through solution-based relationships
Acquiring product line knowledge on all of Spring Financial's programs and educating clients on the best use of such programs.

Requirements

What you’ll need

Entrepreneurial attitude with an ability to work in a fast-paced environment
Previous experience in a retail or customer service environment an asset
Prior call center experience a plus, but not required
Results-oriented, creative and charismatic with the desire to share a laugh or two with your teammates
A diploma or degree and/or a combination of relevant experience
Strong verbal and written communication skills in English; proficiency in French is a plus
Excellent organizational skills and the ability to thrive in a fast-paced, high-volume environment
Basic computer skills are a plus

Benefits

Comp & perks

Full training by successful managers (all have done the job themselves) is provided at the beginning of your job and throughout your employment.
Comprehensive Health Benefits. (We pay 100% of the monthly premium!)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales techniquescustomer qualificationcredit verificationfinancial solutionspre-approval processproduct line knowledgesolution-based relationships

Soft Skills

entrepreneurial attituderesults-orientedcreativitycharismastrong verbal communicationstrong written communicationorganizational skillsactive listening

Certifications

diplomadegree