Financial Services Officer

3 weeks ago

Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time
Financial Services Officer Job Description

At DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our dynamic team. As a key member of our branch advisory team, you'll play a vital role in helping our members achieve their financial goals.

Key Responsibilities:

  • Establish strong relationships with members and provide personalized financial advice to help them achieve their goals.
  • Develop and present customized financial solutions to meet the unique needs of our members.
  • Utilize sound interviewing and analytical skills to identify and provide recommendations on credit solutions within guidelines.
  • 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.

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.

What We Offer:

  • A competitive salary range starting at $56,172.
  • A total compensation package that may include incentive compensation tied to company and individual performance or other benefits.
  • A dynamic and collaborative work environment where you'll be supported to excel and make an impact.

How to Apply:

Qualified applicants are encouraged to submit their application, including a resume. We thank all applicants but only those considered for an interview will be contacted.

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