Financial Services Officer

DUCA Financial Services Credit Union Ltd.; Burlington; On-site; CAD 57,000 - 68,000; Full time

Job summary

Join DUCA Financial Services, a leading credit union in Canada, as a Financial Services Officer in Burlington. In this role, you will help members achieve their financial goals by providing tailored advice and exceptional service. You will be part of a dynamic team and contribute directly to the mission of doing more for our members and community. Competitive salary and comprehensive benefits await successful candidates who are passionate about making a difference.

Qualifications

• Minimum of 3 years' experience in financial services sales.
• Must have experience in an advisory role.
• Working towards or possessing a mutual funds license.

Responsibilities

• Establish strong relationships with members.
• Provide needs-based advice and customized financial solutions.
• Assist in the development of new business through community engagement.

Skills

Relationship Management

Communication

Financial Knowledge

Analytical Skills

Problem Solving

Education

Post-secondary education

Tools

Customer Relationship Management (CRM)

Loan Originating System (LOS)

Microsoft Office Suite

Job description

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 Communities Do More, Be More, and Achieve More .

DUCA () 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 (), 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.

We are looking for a new Financial Services Officer to join our dynamic 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
• 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

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.

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Financial Officer • Burlington, ON, Canada