Financial Services Officer

3 hours 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.
  • Proactively identify and provide recommendations on credit solutions, including mortgages, loans, lines of credit, and credit cards.
  • Provide sound investment advice and identify appropriate solutions, including registered and non-registered term deposits, TFSAs, mutual funds, and other wealth solutions.
  • 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.
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:

As a Financial Services Officer at DUCA, you'll enjoy a competitive salary range starting at $56,172, plus opportunities for incentive compensation and professional growth. Our total compensation package includes a comprehensive benefits program, retirement savings plan, and access to ongoing training and development opportunities.

We're committed to employment equity and encourage applications from all qualified candidates. If you're passionate about providing exceptional member service and helping others achieve their financial goals, we'd love to hear from you.

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