Financial Services Officer
3 days ago
**Financial Services Officer**
We are looking for a new Financial Services Officer to join our Burlington branch
**Branch Hours**
Mon to Wed: 9:30 am to 5:00 pm
Thurs: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm
**Job 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 FSO 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; results-oriented
- 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**:Burlington Branch - 2017 Mount Forest Drive (In the Mount Royal Plaza), Burlington ON L7P 1H4
**Employment Status**:Full-time
**Hours per Week**:38
**About DUCA**
DUCA exists to help people do more, be more and achieve more with their money and their lives. We’re driven by a co-operative philosophy that puts our Members (and Owners) at the centre of every decision we make, gives them a voice in how we’re run and rewards them for their loyalty by sharing our profits.
At DUCA, we’re dedicated to creating a positive environment where our employees have growth and development opportunities, a healthy work/life balance, opportunities to give back to the community, and a focus on doing what is right for our Members. DUCA offers a competitive total compensation package including base salary, a short-term incentive (bonus) program, a comprehensive benefits program, pension plan, and employee banking benefits.
-
Financial Services Officer
7 months ago
Burlington, 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
7 months ago
Burlington, 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...
-
Global Financial Services Representative
3 weeks ago
Burlington, Ontario, Canada Caterpillar Financial Services Corporation Full timeCaterpillar Financial Services Corporation is a leading provider of financial solutions to customers globally. We are seeking a skilled and experienced Global Financial Services Representative to join our team.As a Global Financial Services Representative, you will play a crucial role in maintaining accurate and thorough records of customer payment history...
-
Financial Services Officer
3 days ago
Burlington, Canada Duca Full timeThe 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 FSO 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....
-
Financial Services Officer
3 months ago
Burlington, Canada The Police Credit Union Full timeWe are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Aurora. The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We believe in “taking care of our own”, we take into...
-
Account Service Representative
3 weeks ago
Burlington, Canada Caterpillar Financial Services Corporation Full timep>Career Area: FinanceJob Description:Your Work Shapes the World at Caterpillar Inc.When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about...
-
Chief Financial Officer
3 weeks ago
Burlington, Canada Ontario Municipal Administrators Association (OMMA) Full timeLocation: Burlington, ON **Posting Start Date**:December 16, 2024 **Posting End Date**:January 10, 2025 **Contract Type -**Full Time, Permanent **Flexible work arrangement**:Hybrid **Work location**:Burlington, ON **CH Site**: Administration Office **Who We Are** Conservation Halton (CH) operates as one of Ontario’s 36 Conservation Authorities and is...
-
Financial Services Coordinator
1 month ago
Burlington, Ontario, Canada Edward Jones Full timeWe are looking for a highly skilled and motivated Financial Services Coordinator to join our team in Burlington, ON. As a key member of our branch office support team, you will be responsible for delivering exceptional personalized service to our clients.In this role, you will have the opportunity to work closely with our financial advisors to help clients...
-
Financial Advisor Trainee
7 months ago
Burlington, 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...
-
Insurance Service Representative
3 days ago
Burlington, Canada Vince Ippolito Insurance & Financial Services Full timeWe hire people who use their skills and passion at work because our customers deserve to interact with us at our best. They trust us to help and understand what they're going through, and we take pride in coming through for them. If you're up for the task, we're interested in you. Choose a career with Desjardins and take the first step toward creating a...
-
Financial Services Manager
1 month ago
Burlington, Ontario, Canada Sodexo Canada Ltd Full timeAbout Us: Sodexo Canada Ltd is a leading provider of quality of life services. Our mission is to improve the quality of life for our customers, employees, and communities around the world.About the Role: We are seeking a highly skilled Financial Services Manager to join our team in Burlington, ON. As a key member of our finance team, you will play a critical...
-
Chief Financial Officer
5 days ago
Burlington, Canada The Morgan Investments Group Full timeReporting to the owner/President, you will provide hands on leadership and guidance pertaining to all financial operations and activities for a diverse group of companies in both Canada and the U.S. You will manage operational financial reporting, financial budgeting and planning processes in all key business functions and play a leading role in ensuring the...
-
Office Administrator
3 days ago
Burlington, Canada Ele-Com Electrical Services Full timeContract Position - Office Administrator Office Administrator is required immediately to cover a 20 month leave at an electrical contracting company located in Burlington, Ontario. Our company has a number of business lines; electrical construction and maintenance, telecommunications conduit/cable installation and security cage manufacturing and...
-
IT Security and Services Manager
6 months ago
Burlington, Canada Prompt Financial Solutions Full time**IT Security and Services Manager** **Our History**:Prompt Financial Solutions Corporation is Canadian owned and operated and currently located in Burlington, Ontario. We began providing Ontario homeowners with loans in January 2017. We are now offering second mortgages across Ontario. Our rapid growth has resulted in this full-time employment...
-
Burlington, Ontario, Canada Co-operators Assurance et services financiers Full timeJob DescriptionWe are seeking a highly skilled Strategic Marketing Director to lead our marketing efforts in the financial services sector. This is a full-time role based in Canada.About Co-operators Assurance et services financiersCo-operators Assurance et services financiers is a leading Canadian financial services co-operative committed to being a...
-
Financial Services Manager
7 months ago
Burlington, Canada Driving Force Full timeThe Driving Force Inc. is hiring an experienced Financial Services Manager at our Burlington Location. The Financial Services Manager is responsible for maximizing the finance services department profitability through vehicle financing, leasing, and additional financial service products. Why work with us? You matter, we support you. We pay competitive wages...
-
Financial Services Coordinator
3 days ago
Burlington, Ontario, Canada Edward Jones Full timeAre you a detail-oriented professional with exceptional communication skills?We are seeking a Branch Office Administrator to join our team in Burlington, ON. As a key member of our branch team, you will be responsible for providing exceptional client service, building strong relationships, and supporting the financial advisor in achieving our clients'...
-
Financial Services Support Specialist
2 weeks ago
Burlington, Ontario, Canada Aligned Capital Partners Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Support Specialist to join our Client Experience team in Burlington. In this role, you will work closely with our Advisor clients to provide exceptional support and guidance on day-to-day inquiries and requests.As a key member of our team, you will be responsible for providing training to...
-
Financial Control Officer
7 months ago
Burlington, Canada Elite Transport & Warehousing Inc Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Plan, set up and administer accounting systems - Train staff - Arrange training for staff - Ensure accuracy and compliance to accounting standards, procedures and internal control - Prepare financial information for individuals, departments or companies - Prepare reports...
-
Burlington, Ontario, Canada Edward Jones Full timeAbout UsAt Edward Jones, we're proud to be a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to providing exceptional service and support to our clients.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together,...