Financial Services Officer

DUCA Financial Services Credit Union; Burlington; On-site; CAD 57,000 - 67,000; Full time

Job summary

Une grande coopérative de crédit à Burlington cherche un Financial Services Officer passionné pour établir des relations avec les membres et fournir des conseils financiers personnalisés. Ce poste offre une opportunité significative de faire une différence tout en atteignant les objectifs organisationnels et en soutenant la croissance des membres.

Qualifications

• Minimum 3 ans d'expérience dans un environnement de vente de services financiers.
• Expérience dans un rôle consultatif avec un bon bilan de ventes.
• Licence de fonds communs de placement ou apprentissage en cours.
• Connaissance des produits de crédit et d'investissement.

Responsibilities

• Établir des relations solides avec les membres et fournir des conseils financiers personnalisés.
• Proposer des solutions de crédit et d'investissement en fonction des besoins des membres.
• Atteindre ou dépasser les objectifs individuels et de succursale.

Skills

Communication

Relationship Management

Sales

Analytical Skills

Problem Solving

Education

Post-secondary education

Tools

Microsoft Office

Customer Relationship Management (CRM)

Job description

Why DUCA?

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and CommunitiesDo More, Be More, and Achieve More.

DUCA ( www.duca.com ) is the fastest organically growing large Credit Union in Canada distinguished for the following:

• Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
• Competitive rates.
• Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
• Profit sharing among Members.
• Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
• A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (www.ducaimpactlab.com), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives.Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

Financial Services Officer

We are looking for a new Financial Services Officer to join ourdynamic Burlington branch!

Branch Hours
Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm

Job Purpose & Summary

The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals. The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.

The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.

Key Accountabilities & Duties

• Establish strong relationships with Members and ask open-ended questions to discover Members’ life events, financial situation, risk profile, and short- and long-term goals.
• Proactively provide needs-based advice by developing and presenting customized financial solutions that will help Members achieve their goals
• Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
• Provide sound investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
• Open new Member accounts and provide other banking solutions to meet Member needs
• Generate referrals for more complex needs to our Commercial or Wealth Management teams
• Provide exceptional Member service by developing and deepening relationships, maintaining regular communication, and providing timely responses and value-added information and advice to Members
• Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
• Identify opportunities to develop business within the community and attract new Members to DUCA by establishing “centres of influence” outside the branch, and participating in community and branch events as a representative of DUCA
• Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures

Occupational Experience & Education Requirements

• Post-secondary education
• A minimum of 3 years’ experience in a financial services sales environment and a minimum of 1 year in an advisory role with a proven track record in sales
• Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license
• Experience working with or knowledge of a range of credit and investment products

Knowledge, Skills & Attributes

• Passionate about providing excellent Member service and helping others to achieve their goals
• Exceptional written and verbal communication skills
• Strong relationship management skills
• Strong business acumen and financial industry knowledge
• Proven sales skills
• Strong attention to detail and time management skills
• Experience using Microsoft Office suite of products
• Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
• Excellent analytical and problem-solving skills
• Dedication to continual learning and development

Department:Retail Banking

Primary Location: Burlington Branch -2017 Mount Forest Drive, Burlington, Ontario , L7P 1H4

Employment Status:Full-Time

Hours per Week: 38

Salary:The annual salary range for this position starts at$57,857.Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.

Number of Vacancies: 1

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are encouraged to submit their application. Applications must include a resume.

We thank all applicants but only those considered for an interview will be contacted.