Equis Capital Finance
is always looking for motivated individuals to join our team.
We currently have two distinct career paths available, for
entry level associates, as well as experienced individuals.
A career with Equis Capital Finance will allow you the flexibility
to choose your own clients and work your own hours, from the
comfort of a home office, or from your current office. You
will be able to do business with any company in Canada or
the United States, and in some instances, internationally.
As a Financing Consultant/Loan Officer, you can work either
full or part-time.
We provide access to all lenders and support with all funding
Please note that all positions are straight commission.
Position: Financial Consultant/Loan Officer
As a Consultant/Loan Officer, you will source and service
all of your own business. Specifically, you will undertake
sales activities to secure funding (working capital, equipment
leases, lines of credit, etc.) for any type of business. You
will meet and consult with clients to identify and collect
related information. This is an excellent opportunity for
sharp, detailed oriented individual who is a people-person
and is good with numbers.
Passion for helping the business owner, an understanding of
their challenges and a desire to provide the utmost in customer
service are key requirements. Attention to detail, integrity,
ambition, self-management, reliability and desire to succeed
are core competencies.
Specific experience might include any business to business
sales experience, prior leasing or lending experience. Ability
to work with and understand financial mathematics, accounting
concepts and related items is required.
Outstanding communication skills (verbal and written) and
process optimization as well as ability to meet deadlines
are also essential.
Knowledge of and access to communication technologies is essential.
- Source new business
- Perform needs analysis and evaluation
- Prepare financial reports providing accurate analysis
of client’ results
- Conceptualize, implement and manage financial solutions
- Submit requirements to Equis Capital Finance head office,
with all required supporting documentation (including financial
statements, executive summaries and any forms needed)
- Provide solutions to client that address all previously
- Remain in contact with client while funding request is
submitted to lenders by Equis Capital Finance
- Liaise with client and Equis Capital Finance regarding
further requests for info during the decision process
- Ensure all documentation is completed for funding to take
- Follow up with clients regularly to ensure satisfaction
Future growth will result in having your own team and full
support from Equis Capital Finance, and the potential of having
your own network of referral agents, therefore ability to
network effectively is essential.
Training will be provided if deemed necessary.
Interested candidates please submit your resume and covering
letter to: email@example.com
Position: Referral Agents
This is an opportunity Equis Capital Finance has created that
can help individuals earn an income as a referral agent. Although
we do not require any experience, certain exposure to business
owners will certainly help your success.
Equis Capital Finance is always eager to work with other professionals
who are involved in a similar industry. However we feel it
is more effective to have a standard in place for compensating
anyone who would like to refer business to Equis Capital Finance,
regardless of what their current endeavors are.
In this role, as a Referral Agent, you only have to provide
us with a contact name, phone number, brief overview of the
business, description of the financing required and the permission
for one of our loan officers /consultants to contact the business
Depending on the nature and size of the transaction, we will
pay from 5% to 20%, (up to a maximum of $50,000 per deal),
of the fees Equis Capital Finance earns on any funded deal.
If you are interested in joining Equis Capital Finance’s
referral agent program, please submit your request, indicating
Referral Agent in the subject line. You will be contacted
to discuss the specifics of the program and to answer any
of your questions.