Neo Financial

About the Company

Neo is a leading financial technology company that's building a more rewarding financial experience -- empowering more Canadians to take control of their future. We're reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend. Recognized as Canada's #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services. Interested in working at Neo? Join us as we continue to lead the way in the future of finance.

Listed Jobs

Company Name

Neo Financial

Job Title

Mortgage Underwriter

Job Description

**Job Title**: Mortgage Underwriter **Role Summary**: Review and approve complex, high‑value mortgage loan applications across Canada, ensuring compliance with regulatory standards and company policies. Collaborate with mortgage sales teams, brokers, and internal stakeholders to deliver fully funded mortgages while maintaining a superior customer experience. **Expectations**: - Minimum 2 years of Canadian mortgage underwriting experience. - Passion for continuous improvement and high‑quality results. - Exceptional written and verbal communication skills. - Strong organization and time‑management capabilities. **Key Responsibilities**: - Underwrite complex mortgage deals, including unique borrower profiles and property types. - Coordinate end‑to‑end mortgage processing from application to funding with Mortgage Funding Offices (MFOs). - Communicate clearly with sales, brokers, MFOs, coordinators, and external partners regarding file status, documentation, and expectations. - Review mortgage documentation as needed and make prudent underwriting decisions. - Develop expertise in mortgage products, services, tools, and Salesforce CRM functionalities. - Stay current on industry trends and regulatory changes to maintain a competitive edge. **Required Skills**: - Canadian mortgage underwriting and risk assessment. - Strong analytical and problem‑solving abilities. - Effective communication and stakeholder management. - Advanced organization and prioritization skills. - Proficiency in Salesforce CRM and related mortgage technology. - Knowledge of Canadian mortgage regulations and compliance requirements. **Required Education & Certifications**: - Bachelor’s degree in Finance, Business, Economics, or related field (preferred). - Valid Canadian mortgage underwriting license or equivalent certification (e.g., CMG, mortgage broker license) is a plus.

Toronto, Canada

On site

Junior

20-12-2025

Company Name

Neo Financial

Job Title

Sales Representative - Mic Mac Mall

Job Description

**Job Title** Sales Representative – Mic Mac Mall **Role Summary** Drive customer acquisition at onsite activation events (malls, campuses, local businesses, and retail partners) by promoting Neo credit card, Neo Money account, and related financial products. Act as a frontline brand ambassador, closing sales in person and ensuring a seamless onboarding experience for new customers. **Expectations** - Meet or exceed monthly sales targets to unlock uncapped commissions and performance bonuses. - Field multiple event locations city‑wide, maintaining a flexible full‑time or part‑time schedule. - Track sales in real‑time using provided links and report progress to the team. **Key Responsibilities** - Represent Neo at scheduled activation events, delivering compelling product demonstrations. - Acquire new customers by signing them up for Neo Credit Card, Neo Money account, and other eligible products. - Close sales and process transactions on the spot, ensuring compliance with company policies. - Maintain up‑to‑date knowledge of product features, pricing, and promotional offers. - Monitor performance dashboards, enter data accurately, and communicate results to management. - Provide customer support, answer product queries, and facilitate smooth onboarding. **Required Skills** - 1+ year of direct sales experience (door‑to‑door, retail, telemarketing, or marketing). - Strong interpersonal and communication skills; ability to persuade and influence. - Proactive, money‑motivated mindset with a track record of meeting sales goals. - Comfortable traveling across the city to various event sites. - Interest or basic understanding of technology and financial products. **Required Education & Certifications** - High school diploma or equivalent. - Successful completion of a background security screening, including criminal records and credit checks.

Dartmouth, Canada

On site

07-02-2026

Company Name

Neo Financial

Job Title

Sales Representative - Woodbine Mall

Job Description

**Job Title:** Sales Representative – Woodbine Mall **Role Summary:** Represent Neo Financial at activation events (malls, campuses, local businesses, retail partners). Acquire new customers by enrolling them in Neo Credit Card, Neo Money account, and other related products. Earn guaranteed hourly pay plus uncapped commissions and bonuses based on sales performance. **Expactations:** - Full‑time or part‑time availability, schedule flexible to meet sales targets. - Travel within the city to attend event locations. - Demonstrate high motivation, energy, and a results‑driven mindset. - Maintain compliance with security screening (criminal and credit checks). **Key Responsibilities:** - Conduct live product presentations and demonstrations at assigned locations. - Identify prospective customers, explain Neo’s financial offerings, and guide them through the enrollment process. - Capture sales data in real‑time, ensuring accurate transaction recording. - Meet or exceed sales targets, tracked automatically in Neo’s system. - Provide customer feedback to improve product positioning and event execution. **Required Skills:** - Strong interpersonal and communication skills. - Previous experience in direct sales, door‑to‑door, telemarketing, retail, or marketing. - Comfortable using mobile apps or digital tools for sales tracking. - Self‑motivated, goal‑oriented, and able to work independently. - Ability to travel across the assigned city. **Required Education & Certifications:** - High school diploma or equivalent (preferred). - No specific certifications required, but knowledge of financial products or technology is advantageous.

Toronto, Canada

On site

05-03-2026

Company Name

Neo Financial

Job Title

Sales Representative - Westwood Square Mall

Job Description

Job title: Sales Representative – Westwood Square Mall Role Summary: Drive customer acquisition for Neo Financial by promoting Neo Credit Card, Neo Money account, and other products at activation events such as malls, campuses, local businesses, and retail partners. Act as the front‑line ambassador, earning a guaranteed hourly rate plus uncapped commissions and performance bonuses. Expectations: • Operate full‑time or part‑time (contract) schedule, traveling within city to assigned locations. • Meet or exceed sales targets to qualify for bonuses and commission. • Maintain real‑time tracking of customer sign‑ups through Neo’s referral link. • Adhere to company security and compliance requirements, including background checks. Key Responsibilities: • Represent Neo at events, engaging passersby and converting interest into product sign‑ups. • Conduct on‑site sales presentations, explain product features, and close sales. • Use Neo app to process sales instantly and record transactions. • Track performance metrics and provide periodic updates to management. • Collaborate with local partners and maintain event schedules. • Uphold brand standards and deliver exceptional customer experiences. Required Skills: • Proven experience in direct sales, door‑to‑door, telemarketing, retail, or marketing. • Strong communication and persuasion abilities. • Self‑motivated, goal‑driven, and comfortable working independently. • Comfortable using mobile apps and basic point‑of‑sale technology. • Ability to travel within city and manage multiple event locations. Required Education & Certifications: • High school diploma or equivalent required. • No specific certifications mandated; relevant sales or customer service credentials are a plus.

Mississauga, Canada

On site

05-03-2026