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Financial Services Officer

2 months ago

Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time
Financial Services Officer

DUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our team. As a Financial Services Officer, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on a range of financial products and services.

Key Responsibilities:
  • Establish and maintain strong relationships with members to understand their financial needs and goals.
  • Provide personalized financial advice and guidance on credit solutions, investments, and other financial products.
  • Identify and recommend financial solutions that meet the needs of our members.
  • Work closely with other team members to develop and implement business strategies to attract and retain members.
  • Stay up-to-date with market trends and economic conditions to provide expert advice to our members.
Requirements:
  • Post-secondary education in a related field.
  • Minimum 3 years of experience in a financial services sales environment.
  • Proven track record of sales success and ability to meet or exceed sales targets.
  • Strong knowledge of financial products and services, including credit solutions, investments, and other financial products.
  • Excellent communication and interpersonal skills.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in the lives of our members.