Financial Services Officer (Travel Required)

DUCA Financial Services Credit Union Ltd.; Burlington; On-site; CAD 57,857 - 72,321; Full time

Job summary

A credit union in Ontario is seeking a Financial Services Officer to enhance member relationships and provide tailored financial advice. This full-time position requires a minimum of 3 years' experience in financial services sales, with at least 1 year in an advisory capacity. The ideal candidate will demonstrate outstanding communication and relationship management skills. A competitive salary ranging from $57,857 to $72,321 is offered, with potential for discretionary bonuses. Join a supportive team that is dedicated to making a difference in the community.

Qualifications

• Minimum of 3 years experience in financial services sales environment.
• At least 1 year in an advisory role with a proven track record in sales.
• Knowledge of credit and investment products.

Responsibilities

• Establish strong relationships with Members and provide customized financial solutions.
• Open new Member accounts and provide banking solutions.
• Generate referrals for more complex needs.

Skills

Exceptional written and verbal communication skills

Strong relationship management skills

Strong business acumen

Strong attention to detail

Analytical and problem-solving skills

Education

Post-secondary education

Mutual funds license (or working towards it)

Tools

Microsoft Office

Customer Relationship Management (CRM) software

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 (www.duca.com) is 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 DUCA 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 West Region Branches! This role requires travel to Burlington, Hamilton and Mississauga branches. Must be available on Saturday's.

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 (in the Mount Royal Plaza) Burlington, ON L7P 1H4
Hamilton Branch – 1270 Rymal Road East Hamilton, ON L8W 0C6
Mississauga Branch – 113 Queen Street South, Mississauga, ON L5M 1K7

Employment Status

Full‑Time

Salary

The annual salary range for this position is $57,857 to $72,321. Actual annual base salaries will vary depending on relevant job‑related factors such as experience, knowledge, skills, qualifications, and education/training. This position may be eligible for discretionary bonuses.

Number of Existing Vacancies

1

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

Our hiring process includes AI screening for keywords and minimum qualifications. Talent Acquisition Partners review all results.

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.