Financial Services Officer

1 month ago

Toronto, 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 exist to help People, Businesses and Communities **Do More, Be More, and Achieve More**.
- 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 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 our dynamic Richmond Hill branch **_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
- Proven sales skills
- Strong attention to detail and time management skills
- Experience using Microsoft O

  • Financial Services Officer

    6 months ago

    Toronto, 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...

  • Financial Services Officer

    6 months ago

    Toronto, 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...

  • Financial Services Officer

    4 weeks ago

    Toronto, 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...

  • Financial Services Attorney

    3 days ago

    Old Toronto, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial solutions in North America, serving 2 million people annually.About UsFor over 40 years, we've been committed to delivering innovative financial products that meet the evolving needs of consumers and business owners. Our extensive network of retail locations offers access to cash and...

  • Financial Services Treasury Analyst

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job Description:Momentum Financial Services Group is a leading provider of financial services in North America, serving 2 million people annually with diverse and innovative products such as loans, cheque cashing, money transfer, and prepaid cards.We are seeking an experienced Cash Analyst to join our team. As a key member of our Treasury team, you will be...

  • Regulatory Compliance Expert for Financial Services

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job DescriptionWe are seeking a highly skilled Director of Compliance to join our Legal Group at Momentum Financial Services Group.The successful candidate will be responsible for developing, enhancing, implementing, and maintaining key areas of the regulatory compliance management program. This includes consumer protection and privacy, ensuring we meet the...

  • Regulatory Compliance Director for Financial Services

    2 weeks ago

    Old Toronto, Canada Momentum Financial Services Group Full time

    Company OverviewMomentum Financial Services Group is a leading provider of financial services in North America, with a strong presence through its retail network of over 400 locations. The company's commitment to accessibility and customer satisfaction sets it apart from competitors.Job DescriptionWe are seeking an experienced Director, Regulatory Compliance...

  • Manager, Office Services

    3 weeks ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Manager, Office Services** **Connor, Clark & Lunn Financial Group** **Toronto, ON** We are looking for **a Manager, Office Services,** to join our Office services team in Toronto. The Office Services team is responsible for overseeing the day-to-day operations of the CC&L office. The Office Manager is responsible and accountable for the daily activities...

  • financial officer

    4 months ago

    Toronto, Canada Kanset Services Inc. Full time

    Education: College/CEGEPExperience: 1 year to less than 2 yearsTasksCalculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPrepare other statistical, financial and accounting reportsSort, verify and...

  • Senior Corporate Counsel

    2 weeks ago

    Old Toronto, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America, with a retail network of over 400 locations known as Moneymart, Insta Cheques and the Cheque Cashing store. Our mission is to provide access to cash and related products that help our customers achieve their goals.Job OpportunityWe are seeking an experienced...

  • Financial Services Business Development Manager

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial services in North America, serving 2 million people annually with diverse and innovative financial products.

  • financial officer

    4 months ago

    Toronto, Canada Kanset Services Inc. Full time

    Education: Expérience: EducationCollege/CEGEPTasksCalculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPrepare other statistical, financial and accounting reportsSort, verify and process financial...

  • Financial Services Officer

    6 months ago

    Toronto, Canada Duca 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...

  • Associate Office Services Administrator

    6 months ago

    Toronto, Canada Northbridge Financial Corporation Full time

    **What it's like to be a Northbridge Associate Office Services Administrator** Working within a fast paced office with exceptional communication and organizational skills to handle inbound calls, mail and packages out of our Toronto office. Our Office Administrator will work closely with all the team members to support and process administrative tasks to...

  • Financial Services Project Manager

    1 week ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial solutions in North America. As a Senior Business Analyst, you will play a key role in delivering IT projects that meet the evolving needs of consumers and business owners.Job SummaryWe are seeking an experienced Senior Business Analyst to join our team. The successful candidate will have a...

  • Financial Services Operations Director

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About Momentum Financial Services Group">Momentum Financial Services Group is a leading provider of financial services in North America, committed to delivering innovative solutions that meet the evolving needs of consumers and business owners.">Competitive Salary Range">We offer an attractive salary range of $110,000 - $140,000 per annum, commensurate with...

  • Customer Service Representative

    7 months ago

    Toronto, Canada Neilson Financial Services Full time

    **Job Role**: **Who we are?** Neilson Financial Services is a multi-national Life Insurance intermediary, specializing in product development and customer experience, making the purchase of Life Insurance as simple as our customers demand it to be. Our Neilson Values of Results Driven, Customer Focused and Team Spirited are embedded in the foundations of...

  • Senior Financial Operations Manager

    1 week ago

    Old Toronto, Canada Momentum Financial Services Group Full time

    Financial Operations Leadership OpportunityMomentum Financial Services Group is a leading provider of financial services in North America, committed to delivering innovative solutions that meet the evolving needs of consumers and business owners.We operate a retail network of over 500 locations across Canada and the United States, with robust digital and...

  • Customer Service Representative

    6 months ago

    Toronto, Canada Neilson Financial Services Full time

    **Who we are?** Neilson Financial Services is a multi-national Life Insurance intermediary, specializing in product development and customer experience, making the purchase of Life Insurance as simple as our customers demand it to be. Our Neilson Values of Results Driven, Customer Focused and Team Spirited are embedded in the foundations of our culture and...

  • Financial Services Risk Management Strategist

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job OverviewMomentum Financial Services Group is a leading provider of financial services in North America, serving 2 million people annually with diverse and innovative financial products such as loans, cheque cashing, money transfer, and prepaid cards.Estimated Salary: $80,000 - $120,000 per yearKey ResponsibilitiesDevelop quantitative solutions for...