Financial Services Officer

3 months ago

Hamilton, 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 Hamilton 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

  • Office Administrative Assistant

    6 months ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

    This is a Part time or Full time position with flexible hours working from our office in Hamilton. Ideal position for a student or an individual looking for part time or full time hours. Favourable compensation - $22.50 per hour **Administrative Assistant**: Job Purpose **To assist in the servicing of Desjardins products and services and to assist...

  • Office Administrative Assistant

    7 months ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

    This is a Part time or Full time position with flexible hours working from our office in Hamilton. Ideal position for a student or an individual looking for part time or full time hours. Favourable compensation - Minimum compensation $19.50 per hour **Administrative Assistant**: Job Purpose **To assist in the servicing of Desjardins products and services...

  • Office Administrative Assistant

    6 months ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

    This is a Part time or Full time position with flexible hours working from our office in Hamilton. Ideal position for a student or an individual looking for part time or full time hours. Favourable compensation Salary of $50,000 or $25.00 per hour if PT **Administrative Assistant**: Job Purpose **To assist in the servicing of Desjardins products and...

  • Member Services Representative

    1 month ago

    Hamilton, Canada BCU Financial Full time

    **Location**:Hamiton, ON** Posted Date**:November 27, 2024** **Overview**: Buduchnist Credit Union, carrying on business as BCU Financial, is looking for a skilled problem solver with strong interpersonal skills to join our team as a full-time Member Services Representative. We need an enthusiastic individual who can listen to customer service issues and...

  • Member Services Representative

    1 month ago

    Hamilton, Canada BCU Financial Full time

    **Location**:Hamiton, ON** Posted Date**:November 27, 2024** **Overview**: Buduchnist Credit Union, carrying on business as BCU Financial, is looking for a skilled problem solver with strong interpersonal skills to join our team as a part-time Member Services Representative. We need an enthusiastic individual who can listen to customer service issues and...

  • Financial Advisor Trainee

    2 days ago

    Hamilton, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    **Financial Security Advisor Trainee**: **Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What’s holding you back from **becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve...

  • Chief Financial Officer

    7 months ago

    Hamilton, Canada The Pod Group Full time

    **OVERVIEW** One of the longest-standing non-profits in the region, offering support for people experiencing poverty, homelessness, and barriers in the community. Our client provides programs and services to meet diverse needs in Hamilton, Halton and Brantford, and believe in creating a community where every member is empowered through inclusivity and...

  • Member Service Representative

    2 months ago

    Hamilton, 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 Aid Officer

    3 months ago

    Hamilton, Canada triOS College Full time

    **Job Title**: Financial Aid Officer **Company**: triOS College **Location**: Hybrid at our Hamilton location - 4 Hughson St S, Hamilton, ON L8N 3Z1 **Hours**:Monday-Friday, 8:00 am - 5:00 pm, may change reflective of workload **Start Date**:October 14, 2024 **About Us**: triOS College is Canadian owned Registered Private Career College in Ontario. We...

  • Financial Aid Officer

    7 months ago

    Hamilton, Canada triOS College Full time

    **Job Title**: Financial Aid Officer **Company**: triOS College **Location**: Onsite at our Hamilton location - 4 Hughson St S, Hamilton, ON L8N 3Z1 **Hours**:Monday-Friday, 8:00am - 5:00pm **Start Date**:Immediate **About Us**: triOS College is Canadian owned Registered Private Career College in Ontario. We strive to be the very best at what we do,...

  • Financial Aid Officer

    4 months ago

    Hamilton, Canada triOS College Full time

    **Job Title**: Financial Aid Officer **Company**: triOS College **Location**: Hybrid at our Hamilton location - 4 Hughson St S, Hamilton, ON L8N 3Z1 **Hours**:Monday-Friday, 8:00 am - 5:00 pm, may change reflective of workload **Start Date**:September 3, 2024 **About Us**: triOS College is Canadian owned Registered Private Career College in Ontario. We...

  • Chief Financial Officer

    2 months ago

    Hamilton, Canada OmniaBio Full time

    Role Summary: The Chief Financial Officer is a crucial role in driving OmniaBio's financial strategy, growth, and operational efficiency. The CFO is responsible for overseeing all aspects of the finance function, including financial transactions, planning & analysis, risk management & compliance, capital management, and reporting. As a member of the...

  • Chief Financial Officer

    4 weeks ago

    Hamilton, Canada OmniaBio Full time

    Role Summary: The Chief Financial Officer is a crucial role in driving OmniaBio's financial strategy, growth, and operational efficiency. The CFO is responsible for overseeing all aspects of the finance function, including financial transactions, planning & analysis, risk management & compliance, capital management, and reporting. As a member of the...

  • Chief Financial Officer

    2 months ago

    Hamilton, Canada OmniaBio Full time

    **Role Summary**: The Chief Financial Officer is a crucial role in driving OmniaBio’s financial strategy, growth, and operational efficiency. The CFO is responsible for overseeing all aspects of the finance function, including financial transactions, planning & analysis, risk management & compliance, capital management, and reporting. As a member of the...

  • Chief Financial Officer

    2 months ago

    Hamilton, Canada OmniaBio Full time

    Role Summary:The Chief Financial Officer is a crucial role in driving OmniaBio’s financial strategy, growth, and operational efficiency. The CFO is responsible for overseeing all aspects of the finance function, including financial transactions, planning & analysis, risk management & compliance, capital management, and reporting. As a member of the...

  • CFO - Chief Financial Officer

    2 months ago

    Hamilton, Canada OmniaBio Full time

    Role Summary:The Chief Financial Officer is a crucial role in driving OmniaBio’s financial strategy, growth, and operational efficiency. The CFO is responsible for overseeing all aspects of the finance function, including financial transactions, planning & analysis, risk management & compliance, capital management, and reporting. As a member of the...

  • Financial Assistance Support Officer

    3 months ago

    Hamilton, Canada Mohawk College Full time

    **Financial Assistance Support Officer** Status**: Full Time **Hours**: Monday - Friday, 35 hours/week **Home Campus**: Fennell (hybrid work arrangements available) **Rate of Pay**: Payband G (Start Rate: $33.55 per hour) **Posting Date**: October 4th, 2024 **Closing Date**: October 10th, 2024 at 7:00 pm EST Preference will be given to qualified...

  • Chief Financial Officer

    6 months ago

    Hamilton, Canada The Pod Group Full time

    **OVERVIEW** One of the longest-standing non-profits in the region, offering support for people experiencing poverty, homelessness, and barriers in the community. Our client provides programs and services to meet diverse needs in Hamilton, Halton and Brantford, and believe in creating a community where every member is empowered through inclusivity and...

  • Member Service Representative

    2 months ago

    Hamilton, 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...

  • Credit Officer

    4 weeks ago

    Hamilton, Canada Fairstone Financial Inc. Full time

    Full timePosted on: Posted 8 Days AgoJob requisition id: R22069Come join Fairstone Financial as a Consultant in Loan Solutions.Be part of Canada’s leading provider of responsible lending solutions to serve Canadians.We require no experience but determination! We offer a broad training program where you will be supported with professional development and...