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…
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At Neo, we’re building a more rewarding financial experience that empowers Canadians to take control of their future.
Full company description
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.
LinkedIn followers
110,173
People associated on LinkedIn
909
Reported office locations
Calgary, Alberta T2G, CA
Winnipeg, Manitoba, CA
Business categories
Finance
FinTech
Financial Services
Other recorded names
Neo Financial
Specialties
Financial Services
Credit Card
Fintech
Technology
Investing
Mortgages
Embedded Finance
Co-Brands
White Labelling
and Loyalty
Profile identifies a recruitment agency
No
Reported total investment
544,531,604
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
2+ YOECandidates need at least 2 years of underwriting experience in the Canadian mortgage industry. Neo Financial asks for strong verbal and written communication, sound problem-solving, high organization and time management, and a focus on client service.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates motivated to earn money and hit targets, who enjoy sharing financial products and can travel to event locations across the city. Experience in direct, door-to-door or retail sales, telemarketing or marketing is an asset.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates who are motivated to earn and hit targets and enjoy sharing financial products in their community. Direct sales, door-to-door, retail, telemarketing or marketing experience is an asset, and candidates must pass a criminal records and credit check.
Sales, Financial products, Telemarketing, Process data
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
7+ YOE7+ MgmtCandidates need 7+ years of direct-to-consumer or financial product sales experience, including managing field sales teams of 10 or more. They also need strong training, coaching, data analysis skills, a valid driver's licence and a reliable vehicle.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
8+ YOE8+ MgmtCandidates need 8+ years of sales management with proven P&L and team development results, strong data analysis skills, and a valid driver's licence. A bachelor's degree is preferred, along with an existing network of sales representatives.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
8+ YOE8+ MgmtCandidates need 8+ years of sales management and data analysis experience, plus 7+ years of leadership and negotiation skills. A valid driver's license, willingness to travel, and an existing network of sales representatives are required, and a bachelor's degree is preferred.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
7+ YOE7+ MgmtCandidates need 7+ years of direct-to-consumer or financial product sales, 7+ years of managing teams of 10 or more, and experience running sales training. A strong network of sales representatives, data analysis skills, and a valid driver's licence with a reliable vehicle are also required.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates with proven experience meeting sales targets and prior experience leading or coaching a team, ideally in sales. Strong communication, interpersonal and organizational skills are also required, along with flexibility to work evenings and weekends.
Sales, Coaching, Product knowledge, Sales targets, Troubleshoot, Communication skills
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
7+ YOE7+ MgmtCandidates need 7+ years of direct-to-consumer or financial product sales, including managing field sales teams of 10 or more. They also need strong coaching, data analysis skills, a valid driver's licence and a reliable vehicle.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
3+ YOECandidates need a paralegal diploma or equivalent, three to five years of paralegal or legal specialist experience, and hands-on experience with contract management platforms. Strong judgment, organization, research, drafting and communication skills are essential.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
8+ YOE3+ MgmtCandidates need 8+ years of credit risk experience, including 3+ years in a senior leadership role in retail banking, fintech or consumer lending. They need hands-on expertise in decisioning engines, loss forecasting, scorecards, A/B testing and Canadian regulatory requirements.
decisioning engines, credit bureau data feeds, scorecard tools, A/B testing frameworks
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates with proven experience meeting or exceeding sales targets and prior experience leading or coaching a team, ideally in sales. Strong communication, interpersonal and organizational skills are required, along with flexibility for evening and weekend work.
Sales, Coaching, Product knowledge, Sales targets, Troubleshoot, Communication skills
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
3+ YOECandidates need 3+ years of underwriting experience in Canadian alternative mortgage lending, strong verbal and written communication, and strong organization and time management. They also need a dedicated client-service focus and comfort in a fast-paced startup.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates who are motivated to earn and hit performance targets and enjoy talking about financial products. Direct sales, door-to-door, retail, telemarketing or marketing experience is an asset, and a criminal records and credit check are required.
Sales, Financial products, Telemarketing, Process data
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Candidates need proven sales results, experience leading or coaching a team, and strong communication and organizational skills. They must be available to work evenings and weekends.
Sales, Coaching, Product knowledge, Sales targets, Troubleshoot, Communication skills
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates with a proven record of meeting or exceeding sales targets and prior experience leading or coaching a team, ideally in sales. Strong communication, interpersonal and organizational skills are required, along with flexibility to work evenings and weekends.
Sales, Coaching, Product knowledge, Sales targets, Troubleshoot, Communication skills
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Candidates need a strong drive to earn and hit targets, enthusiasm for sharing financial products, and the ability to travel to event locations across the city. Experience in direct sales, door-to-door sales, retail, telemarketing or marketing is an asset.
Sales, Financial products, Telemarketing, Process data
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates who are highly motivated to earn and hit sales targets and who enjoy sharing financial products locally. Direct sales, door-to-door, retail, telemarketing or marketing experience is an asset.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates motivated to earn and hit targets, enthusiastic about sharing financial products, and able to travel to event locations. Prior direct sales, door-to-door, retail, telemarketing or marketing experience is an asset.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates motivated to earn and hit performance targets, enthusiastic about financial products, and able to travel across the city. Experience in direct sales, door-to-door sales, retail, telemarketing or marketing is an asset.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Candidates need a strong motivation to earn money and hit targets, enthusiasm for sharing financial products locally, and the ability to travel to event locations across the city. Experience in direct sales, door-to-door sales, retail, telemarketing or marketing is an asset.
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Candidates need proven success meeting or beating sales targets and experience leading or coaching a team, ideally in sales. Strong communication and organizational skills are needed, along with flexibility to work evenings and weekends.
Sales, Coaching, Product knowledge, Sales targets, Troubleshoot, Communication skills
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Neo Financial needs candidates with a strong motivation to earn and hit targets, enthusiasm for sharing financial products, and the ability to travel to event locations. Direct sales, door-to-door, retail, telemarketing or marketing experience is an asset, as is Mandarin, Cantonese or Tamil.
Sales, Financial products, Telemarketing, Process data
Neo Financial: Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of…
Candidates need a strong motivation to earn money and hit targets, enthusiasm for sharing financial products, and the ability to travel across the city. Experience in direct, door-to-door, retail, telemarketing or marketing sales is an asset.
Sales, Financial products, Telemarketing, Process data