Member-Focused Financial Advisor (Branch Banking)

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

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.