Financial Services Officer

Position: Financial Services Officer at DUCA
Leap into a rewarding career as a Financial Services Officer at DUCA’s Toronto Mount Pleasant branch. Help Members achieve financial success through expert advice on products and personalized solutions.

In this full-time role, you’ll establish meaningful relationships with Members while providing customized financial solutions across various services. As a senior member of a collaborative advisory team, you'll be active in branch campaigns and community events, directly impacting local business development and member engagement. Your expertise in financial services will be crucial for driving success in your role.

Key Responsibilities:

• Establish strong relationships through open-ended conversations with Members

• Provide needs-based financial advice tailored to Member goals

• Recommend credit solutions following established guidelines

• Offer sound investment advice on a range of products

• Generate referrals for advanced need assessments to other teams

Requirements:

• Post-secondary education required

• Minimum 3 years in a financial sales role

• 1 year in an advisory capacity

• Mutual funds license or pursuit of one

• Knowledge of credit and investment products

Enhance your career with a vibrant team, where you can make a real difference in the financial lives of DUCA Members.
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