Financial Services Officer

2 weeks ago


Burlington, Canada The Police Credit Union Full time

We are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Burlington.

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 consideration the uniqueness of the policing profession and provide customized financial solutions and specialized programs to meet our members needs.

**Position Summary**

As a key employee within a retail branch, this position is responsible for developing and fostering strong relationships with members of our Credit Union. By providing personalized service and customized financial solutions you will help our members through life events and achieve their financial goals. While providing the right financial solutions and deepening the relationship you will contribute to the achievement of individual and branch goals while supporting organizational objectives.

**Key Responsibilities**:
**Deliver service excellence in all interactions with members**

**Effectively evaluate each member's financial needs and provide sound financial advice**

**Process Personal Loans and other credit solutions where appropriate**

**Recommend appropriate deposit products and provide investment advice for registered and non-registered terms, TFSAs and Mutual Funds (if licensed)**

**On-board new memberships, providing product knowledge, identifying members needs and providing solutions**

**Manage a member portfolio, deepening relationships through regular points of contact**

**Accurately executes administrative tasks**

**Generate referrals and refer complex investor needs to Investment Specialist**

**Comply with all position guidelines in accordance to policies and procedures**

**What We Are Looking For**:
**minimum 5 years credit experience in a financial institution including strong mortgage lending competencies**

**Well-developed interpersonal and communication skills including the ability to actively listen, empathize, ask questions and respond appropriately**

**Ability to engage and quickly identify financial needs of our members and the branch**

**Sound knowledge of credit and investment products and procedures**

**Results oriented**

**Strong interview skills**

**Strong relationship management skills**

**Believes and thrives in a team environment**

**Excellent computer skills**

**What We Offer You**:
**Competitive Salary**

**Extended Health and Dental benefits**

**Defined Contribution Pension plan**

**Work/Life balance**

**Educational Assistance for professional development**

**Job Type**: Fixed term contract
Contract length: 20 months

**Salary**: $58,000.00-$65,000.00 per year

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday

COVID-19 considerations:
Mask requirements, plexiglass installed, PPE available, Hand sanitizer, daily screening and protocols to follow; Vaccination Policy. Applicant must be vaccinated against COVID with a full series (two) injections

**Experience**:

- Mortgage and personal lending: 5 years (required)

Work Location: One location

Expected start date: 2023-05-15



  • 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...


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

    **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...


  • Burlington, Canada Duca Full time

    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....


  • Burlington, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Burlington. This is a full-time temporary role and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and leading by example while helping...


  • Burlington, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an experienced Interim AVP Financial Reporting on a 12-month contract basis to join our team. This role will be based in Burlington, Ontario with occasional travel to our Administration Center in Ancaster, Ontario. This position...

  • Accounting Technician

    12 hours ago


    Burlington, Canada Schwab Financial Services Inc. Full time

    As an accounting technician at Schwab Financial Services Inc. you will be responsible for financial statement account verification, financial statement preparation, data entry of corporate tax returns, data entry and checking of personal tax returns, forms preparation (T4, T5, NR4, etc.), filing sales tax returns and some bookkeeping. Minimum 2 years (3...


  • Burlington, Canada Schwab Financial Services Inc. Full time

    **Company description** Schwab Financial Services provides tax and accounting services to individuals and small to mid sized firms. We prepare financial statements, corporate and personal taxes, T3 returns, T4s and T5s as well as other accounting related work. **Job description** **Job Types**: Full-time, Permanent **Salary**: From $17.50 per...

  • Financial Services Representative

    Found in: Talent CA C2 - 1 week ago


    Burlington, Canada Co-operators Full time

    Company : CGIC/Co-operators Department : Retail Sales Employment Type: Regular Full-Time Work Model : Hybrid Language : This role operates in English Job Grade : 0-Not Applicable The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is...


  • Burlington, Canada Elite Transport & Warehousing Inc Full time

    Education: 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, Canada Caterpillar Financial Services Corporation Full time

    Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining 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'tjust...


  • Burlington, Canada Caterpillar Financial Services Corporation Full time

    Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining 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'tjust...


  • Burlington, Canada Caterpillar Financial Services Corporation Full time

    Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining 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'tjust...


  • Burlington, Canada Nouha Technologies Corp. 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 - Establish financial and administrative controls; formulate and approve promotional...


  • Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a ...


  • Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a ...


  • Burlington, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/ Financial Services Specialist (MFDA) page is loaded Financial Advisor/ Financial Services Specialist (MFDA) Apply locations Burlington, ON Oakville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407171 We’re building a ...


  • Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Burlington, Canada KTtech services 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 years - or equivalent experience **Work setting**: - Private sector **Tasks**: - Review, evaluate and implement new administrative procedures - Delegate work to office support staff - Establish work priorities and...


  • Burlington, Canada Caterpillar Financial Services Corporation Full time

    Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining 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'tjust...


  • Burlington, Canada Caterpillar Financial Services Corporation Full time

    Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining 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'tjust...