Current jobs related to Financial Services Officer - Mississauga - DUCA Financial Services Credit Union Ltd.

  • Financial Services Officer

    5 days ago

    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...

  • Financial Services Officer

    4 weeks ago

    Mississauga, Canada ICICI Bank Ltd Full time

    Job description ICICI Bank Canada is a wholly-owned subsidiary of ICICI Bank Limited which has its headquarters in Mumbai, India. ICICI Bank Limited is a leading private sector bank in India.. Established in December 2003, ICICI Bank Canada is a full-service direct bank with an asset base of about C$6.5 billion as at December 31, 2019, and it is a member...

  • Financial Services Advisor

    3 days ago

    Mississauga, Ontario, Canada BMO Financial Full time

    Role OverviewAt BMO, we're driven by a shared Purpose: Boldly Grow the Good in business and life.As a Financial Planner, you'll play a vital role in helping our customers achieve their financial goals. You'll work closely with clients to understand their needs, providing expert advice and guidance to deliver tailored solutions.ResponsibilitiesProvides expert...

  • Financial Officer

    7 days ago

    Mississauga, 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 Services Professional

    2 days ago

    Mississauga, Ontario, Canada BMO Financial Group Full time

    About the Role:At BMO Financial Group, we are seeking a Financial Services Professional to join our Business Banking team. As a Financial Services Professional, you will play a key role in building and maintaining relationships with business clients to provide tailored financial solutions that meet their unique needs. This includes providing expert advice on...

  • Financial Services Representative

    4 weeks ago

    Mississauga, Canada ADI & ADI FINANCIAL INC. Full time

    Education: College/CEGEP - Experience: 7 months to less than 1 year **Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Interview applicants for loans - Prepare statements on delinquent accounts -...

  • Financial Services Representative

    3 weeks ago

    Mississauga, Canada ADI & ADI FINANCIAL INC. Full time

    Education: - Expérience: - **Education**: - College/CEGEP - ** Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Complete credit and loan documentation - Interview applicants for loans - Prepare statements on delinquent accounts - Promote...

  • Financial Services Director

    6 days ago

    Mississauga, Ontario, Canada BMO Financial Group Full time

    **Benefits:**BMO Financial Group offers a comprehensive benefits package, including:Health insurance, including medical, dental, and vision coverage.Retirement savings plan, including employer matching contributions.Employee assistance program (EAP), providing access to confidential counseling services and work-life balance support.Flexible work...

  • Financial and Administrative Officer

    3 weeks ago

    Mississauga, Canada University of Toronto Full time

    **Date Posted**:02/07/2025 **Req ID**: 41582 **Faculty/Division**: UofT Mississauga **Department**: UTM: Ofc of the Registrar **Campus**: University of Toronto Mississauga (UTM) **Position Number**: 00057615 **Description**: **About us**: U of T Mississauga—the second largest campus of Canada’s top-ranked university and the only research university in...

  • Stratège en Services Financiers

    2 days ago

    Mississauga, Ontario, Canada BMO Financial Group Full time

    Gestionnaire Financier chez BMOBMO offre des possibilités de carrière intéressantes pour les gestionnaires financiers passionnés. Nous sommes convaincus que nos employés sont la clé de notre succès. Nous nous efforçons de créer un environnement de travail stimulant où ils puissent croître et se développer professionnellement. En tant que...

  • Cfo (Chief Financial Officer) - Goods Production

    6 days ago

    Mississauga, Canada First Choice Financial Limited Full time

    Education: Bachelor's degree - Experience: 5 years or more **Tasks**: - 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 - Co-ordinate the work of regions, divisions or departments - Establish financial and...

  • Administrative Officer

    5 days ago

    Mississauga, Canada MINHAS FINANCIAL SERVICES INC Full time

    Education: Secondary (high) school graduation certificate - Experience: 2 years to less than 3 years **Tasks**: - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Administer policies and procedures related to the release of records in processing requests under...

  • Administrative Officer

    3 weeks ago

    Mississauga, Canada MINHAS FINANCIAL SERVICES INC Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Administer policies and procedures related to the release of records in processing requests under government...

  • Administrative Office Coordinator

    2 days ago

    Mississauga, Ontario, Canada DIGNITY FINANCIAL LIMITED Full time

    Job DescriptionWe are seeking an experienced Administrative Assistant to join our team at DIGNITY FINANCIAL LIMITED. As the first point of contact for clients and visitors, this role is crucial in maintaining a positive and professional image of the company.Key Responsibilities:Arrange and coordinate seminars, conferences, and other eventsTrain and develop...

  • Chief Financial Officer

    3 weeks ago

    Mississauga, Canada Fountain Food and Beverages Ltd. & Dairy Fountain Inc. Full time

    Job Overview We are seeking a strategic and experienced Chief Financial Officer (CFO) to join our executive team. The CFO will provide strategic leadership, oversight, and direction in the organization’s financial management. The CFO will ensure the integrity and accuracy of financial operations, compliance with regulatory and legal standards, and...

  • Chief Financial Officer

    3 weeks ago

    Mississauga, Canada Fountain Food and Beverages Ltd. & Dairy Fountain Inc. Full time

    Job Overview We are seeking a strategic and experienced Chief Financial Officer (CFO) to join our executive team. The CFO will provide strategic leadership, oversight, and direction in the organization’s financial management. The CFO will ensure the integrity and accuracy of financial operations, compliance with regulatory and legal standards, and...

  • Chief Financial Officer

    3 weeks ago

    Mississauga, Canada Fountain Food and Beverages Ltd. & Dairy Fountain Inc. Full time

    Job Overview We are seeking a strategic and experienced Chief Financial Officer (CFO) to join our executive team. The CFO will provide strategic leadership, oversight, and direction in the organization’s financial management. The CFO will ensure the integrity and accuracy of financial operations, compliance with regulatory and legal standards, and...

  • Chief Financial Officer

    4 weeks ago

    Mississauga, Canada triOS College Full time

    **triOS College **is a Canadian owned Registered Private Career Colleges in Ontario. We strive to be the very best at what we do, both in the eyes of our students and coworkers. It is the dedication of our employees that has resulted in being recognized as one of Canada’s Best Managed Companies for 12 consecutive years. Our Colleges were founded on...

  • Chief Financial Officer

    1 day ago

    Mississauga, Ontario, Canada Build It Full time

    About Us:At Build It, we are a full-service general construction company with a commitment to collaboration, technical expertise, and exceptional communication. Our team works closely with businesses of all kinds to create high-quality brand environments that reflect their unique personality.Our Story:We have a passion for delivering outstanding results and...

  • Cfo (Chief Financial Officer) - Goods Production

    3 weeks ago

    Mississauga, Canada INNOVO COURIER SERVICES Full time

    Education: Bachelor's degree - Experience: 5 years or more - **Tasks**: - 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 - Co-ordinate the work of regions, divisions or departments - Establish financial...

Financial Services Officer

1 month ago

Mississauga, 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 Erin Mills 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 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**: Erin Mills Branch - 5100 Erin Mills Pkwy, Mississauga, ON L5M 4Z5

**Employment Status**:Full-time

**Hours per Week**:38

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