Financial Services Officer

7 days ago


Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

Why DUCA?
At DUCA, we strive for excellence in everything we do. Our commitment to
_Do more, Be more, Achieve more_ is what sets us apart and drives our company culture.

DUCA's impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community.


We believe our employees are our most valuable resource We are committed to providing you with the tools, support, and challenge you need to develop your career and achieve a healthy work-life balance while contributing to our outstanding culture.

DUCA offers a strong total compensation package including competitive salaries and bonuses, employer-paid benefits, banking perks, wellness days, and much more.


Financial Services Officer
We are looking for a new Financial Services Officer to join our dynamic Gateway (Mississauga) Branch

Branch Hours
Mon to Fri: 9:00am - 4:00pm
(Subject to change)

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 openended questions to discover Members' life events, financial situation, risk profile, and short
- and long-term goals.

  • Proactively provide needsbased 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 nonregistered term deposits, TFSA's, mutual funds, and other wealth solutions. Maintain uptodate 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 valueadded 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

  • Postsecondary 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 problemsolving skills
  • Dedication to continual learning and development

Department:
Retail Banking

Primary Location:
Gateway Branch Dixie Road, Mississauga, ON, L4W 1S2

Employment Status:
Full-time

Hours per Week:38

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

    7 days ago


    Mississauga, Ontario, Canada FRAM Slokker Financial Services LP. Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost journal entriesPrepare other statistical,...

  • Financial Officer

    6 days ago


    Mississauga, Ontario, Canada Peel Regional Police Full time

    The Financial Officer role is responsible for performing duties that may include:Processing financial transactions.Controlling, reviewing and reporting on spending.Reviewing and co-ordinating revenue streams.Compiling information for invoicing and analysis.Maintaining financial procedures and petty cash.Updating and maintaining signing authority for the...

  • Financial Officer

    6 days ago


    Mississauga, Ontario, Canada Netact Services Inc. Full time

    Work Term: Permanent Work Language: English Hours: 35 to 45 hours per week Education: Bachelor's degree Experience: 3 years to less than 5 years AccountingWork setting: Urban areaTasks: Calculate and prepare cheques for payroll Calculate fixed assets and depreciation Keep financial records and establish, maintain and balance various accounts using manual and...

  • finance officer

    7 days ago


    Mississauga, Ontario, Canada KHYBER FINANCIAL SERVICES INC Full time

    Education: Expérience: EducationCollege/CEGEPTasksCalculate and prepare cheques for payrollCalculate fixed assets and depreciationKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost journal entriesPrepare other statistical,...


  • Mississauga, Ontario, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our...


  • Mississauga, Ontario, Canada 2287205 Ontario Inc. Full time

    Education: College/CEGEPExperience: 2 years to less than 3 yearsWork settingUrban areaTasksAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationInterview applicants for loansOpen new personal and non-personal accounts, and...


  • Mississauga, Ontario, Canada 2287205 Ontario Inc. Full time

    Education: Expérience: EducationCollege/CEGEPWork settingUrban areaTasksAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationInterview applicants for loansOpen new personal and non-personal accounts, and provide access to...


  • Mississauga, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    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...


  • Mississauga, Ontario, Canada Canadian Armed Forces Full time

    Opportunity Always loved numbers? Want to use financial skills in a unique environment? Then this is the job for you As a Financial Services Administrator, you'll help to keep the Canadian Armed Forces (CAF) running smoothly. Financial Services Administrators are responsible for some of the most important details in a CAF member's life, such as making sure...


  • Mississauga, Ontario, Canada National Logistics Services Full time

    Company OverviewNational Logistics Services (NLS) is Canada's leading retail logistics provider for global lifestyle brands, including apparel, footwear, accessories, and sporting goods. NLS's well-established Canadian retail relationships, transportation partnerships, and infrastructure provide our internationally recognized clients with a significant...


  • Mississauga, Ontario, Canada National Logistics Services Full time

    Company OverviewNational Logistics Services (NLS) is Canada's leading retail logistics provider for global lifestyle brands, including apparel, footwear, accessories, and sporting goods. NLS's well-established Canadian retail relationships, transportation partnerships, and infrastructure provide our internationally recognized clients with a significant...


  • Mississauga, Ontario, Canada Ritz Furniture Planet Ltd. Full time

    Education: Bachelor's degree Experience: 2 years to less than 3 yearsWork setting: Business servicesTasks: Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Establish financial and administrative controls;...


  • Mississauga, Ontario, Canada AppleOne Employment Services Full time

    Senior Financial analyst$90,000 plus bonusHybrid 2 days in officelocation MississaugaManufacturing IndustryPosition function: Reporting to the Senior Manager, FP&A and will be the primary support role assisting in all areas of planning, forecasting, reporting and analysis for the business. Note this role may also be focused on supporting one or more global...


  • Mississauga, Ontario, Canada Meridian Credit Union Full time

    Why Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here: About MeridianOur Retail Banking Practice:Our vision is to be recognized as the financial institution that has...


  • Mississauga, Ontario, Canada BZAM Management Inc Full time

    BZAM Ltd. is as awesome as it soundsThe Chief Financial Officer (CFO) is responsible for the leadership of the finance department and partnership with the CEO, Executive team and Board of Directors to execute on the Company's strategic plan. The CFO position, reporting to the CEO, will also serve as a key operating executive to support scaling the business...


  • Mississauga, Ontario, Canada Peel Insurance & Financial Services Inc. Full time

    Education: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsTasksTrain workers in duties and policiesPrepare and submit reportsEnsure smooth operation of equipmentCo-ordinate, assign and review workRequisition or order materials, equipment and suppliesCo-ordinate activities with other work units or departmentsEstablish...


  • Mississauga, Ontario, Canada Canadian Institute of Management and Technology Full time

    Job Summary:Requirements and Qualifications: Minimum 2 years of experience in financial aid administration, preferably in a postsecondary education setting Thorough understanding of federal and provincial financial aid regulations and policies Experience with financial aid software and systems Excellent communication and interpersonal skills Strong...


  • Mississauga, Ontario, Canada CIMT College Full time

    About CIMT College CIMT College is registered as a Career College under the Ontario Career Colleges Act, 2005 and is a member of Career Colleges Ontario and National Association of Career Colleges. Since 1998, CIMT College has been guiding and training both local and international students by providing them learning experiences that meet international...


  • Mississauga, Ontario, Canada Million Deliveries Inc Full time

    CFO (chief financial officer) - trade, broadcasting and other services Verified Salary 60.00 hourly / 35 to 40 hours per week Terms of employment Permanent employment Full time Start date Starts as soon as possible Verified Source Job Bank # Education Experience

  • Financial Officer

    6 days ago


    Mississauga, Ontario, Canada VERACIOUS CANADA INC. Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience: 1 year to less than 2 yearsWork setting: Urban areaTasks: Calculate and prepare cheques for payroll Calculate fixed assets and depreciation Keep financial records and establish, maintain and balance various accounts using manual and...