Financial Services Officer

6 days ago

Aurora, 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 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 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 3 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 Types**: Full-time, Permanent

**Salary**: $52,750.00-$58,650.00 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
- Vision care

Schedule:

- Monday to Friday

COVID-19 considerations:
Mask requirements, plexiglass installed, PPE available, Hand sanitizer, daily screening and protocols to follow

**Experience**:

- lending: 4 years (preferred)

  • Manager of Client Financial Services

    1 week ago

    Aurora, Canada Carruthers Walker Financial Full time

    **Overview** We are looking for a Client Manager who will be responsible for meeting the daily requirements of our investment clients. You will be responsible for managing all aspects of processing trades, supporting our team of advisors, maintaining our CRM, and managing the client journey from end to end. **Responsibilities** - Prepare and process mutual...

  • Manager Accounting

    1 week ago

    Aurora, Canada Volvo Financial Services Full time

    Manager Accounting Apply for the Manager Accounting role at Volvo Financial Services. Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future. If you seek to make a difference on a global scale, working with next‑gen technologies and collaborative teams, this could...

  • Wholesale Analyst

    1 week ago

    Aurora, Canada Volvo Financial Services Full time

    Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future? If you seek to make a difference on a global scale, working with next‑gen technologies and the sharpest collaborative teams, then we could be a perfect match. This is an on‑site role, located in Mississauga....

  • Administration & Customer Service - in Office

    1 week ago

    Aurora, Canada Gowda-Singh Insurance Inc. Full time

    **Insurance - Adminstrative Assistant - In office position** **Desjardins Agent Team Member**: Location: Aurora, ON Type: Full Time, Permanent, In-office position Thank you for your interest and time in reviewing our open posting! My name is Samantha Gowda-Singh and I am a Desjardins Insurance Agent looking for a driven and competitve professional...

  • Financial Services Representative

    6 days ago

    Aurora, 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...

  • Chief Financial Officer

    2 weeks ago

    Aurora, ON LG X, Canada Visa 9002 Full time

    You'll Love Working HereYork Region Christian Senior Homes Inc. is the owner of a not-for-profit independent and supportive living residence operating as The Meadows of Aurora. It is a one-of-a-kind resort style property located thirty minutes north of Toronto in the Town of Aurora. The 1M square foot complex sits on 25 acres with over half of the property...

  • Strategic People

    5 days ago

    Aurora, Canada Volvo Financial Services Full time

    A global financial services provider is seeking an HR leader to oversee strategic consultation and operational support across the employee lifecycle. This role involves aligning people strategies with business goals, managing cross-functional operations, and ensuring compliance with employment legislation. Candidates should have a Bachelor's degree, five...

  • Strategic People

    5 days ago

    Aurora, Canada Volvo Financial Services Full time

    A global financial services provider is seeking an HR leader to oversee strategic consultation and operational support across the employee lifecycle. This role involves aligning people strategies with business goals, managing cross-functional operations, and ensuring compliance with employment legislation. Candidates should have a Bachelor's degree, five...

  • Financial Services Manager

    1 week ago

    Aurora, Canada Sterne Acura Motors Ltd. Full time

    Our dealership is searching for a **Financial Services Manager **to join our amazing team! We are looking for an individual who takes pride in how they treat customers, who is driven and eager to surpass internal goals. We are a medium sized luxury dealership that takes pride in going above and beyond for our customers with a personalized touch. We are a...

  • Financial Services Representative Ii

    6 days ago

    Aurora, 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...