Job Description
Why DUCA?
We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.
We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™.
DUCA (www.duca.com) is distinguished for the following:
Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
Competitive rates.
Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
Profit sharing among Members.
Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (www.ducaimpactlab.com), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.
A career with DUCA means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.
Financial Services Officer
We are looking for a new Financial Services Officer to join our dynamic Etobicoke branch!
Branch Hours
Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm
Job Purpose & Summary
The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals. The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.
The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.
Key Accountabilities & Duties
Establish strong relationships with Members and ask open-ended questions to discover Members’ life events, financial situation, risk profile, and short- and long-term goals.
Proactively provide needs-based advice by developing and presenting customized financial solutions that will help Members achieve their goals
Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
Provide sound investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
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
Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
Identify opportunities to develop business within the community and attract new Members to DUCA by establishing “centres of influence” outside the branch, and participating in community and branch events as a representative of DUCA
Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures
Occupational Experience & Education 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
Knowledge, Skills & Attributes
Passionate about providing excellent Member service and helping others to achieve their goals
Exceptional written and verbal communication skills
Strong relationship management skills
Strong business acumen and financial industry knowledge
Proven sales skills
Strong attention to detail and time management skills
Experience using Microsoft Office suite of products
Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
Excellent analytical and problem-solving skills
Dedication to continual learning and development
Department: Retail Banking
Primary Location: Etobicoke Branch - 1451 Royal York Road, Etobicoke, Ontario , M9P 3B2
Employment Status: Full-Time
Hours per Week: 38
Salary: The annual salary range for this position is $57,857 to $72,321. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. This position may be eligible for discretionary bonuses.
Number of Existing Vacancies: 1
DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.
Our hiring process includes AI screening for keywords and minimum qualifications. Talent Acquisition Partners review all results.
Qualified applicants are encouraged to submit their application. Applications must include a resume.
We thank all applicants but only those considered for an interview will be contacted.
We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.
We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™.
DUCA (www.duca.com) is distinguished for the following:
Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
Competitive rates.
Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
Profit sharing among Members.
Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (www.ducaimpactlab.com), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.
A career with DUCA means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.
Financial Services Officer
We are looking for a new Financial Services Officer to join our dynamic Etobicoke branch!
Branch Hours
Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm
Job Purpose & Summary
The Financial Services Officer (FSO) plays a key role in helping our Members to do more, be more, and achieve more with their money and their lives. The Financial Services Officer establishes relationships with Members, understands their goals, and provides them with holistic financial advice on a range of DUCA products and services that will enable them to achieve these goals. The FSO also helps develop new business with existing and potential Members through participation in branch campaigns and events, and establishing relationships within the community.
The FSO is a senior member of our small branch advisory teams and is responsible for providing leadership and coaching to other team members in the absence of the Branch Manager.
Key Accountabilities & Duties
Establish strong relationships with Members and ask open-ended questions to discover Members’ life events, financial situation, risk profile, and short- and long-term goals.
Proactively provide needs-based advice by developing and presenting customized financial solutions that will help Members achieve their goals
Utilize sound interviewing, judgement and analysis skills to identify and provide recommendations on credit solutions within guidelines, on products including mortgages, loans, lines of credit and credit cards
Provide sound investment advice and identify appropriate solutions including registered and non-registered term deposits, TFSA’s, mutual funds, and other wealth solutions. Maintain up-to-date knowledge of economic and market conditions.
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
Work towards achieving or exceeding individual and branch objectives, while always acting in the best interest of our Members
Identify opportunities to develop business within the community and attract new Members to DUCA by establishing “centres of influence” outside the branch, and participating in community and branch events as a representative of DUCA
Complete and process all work within guidelines and in accordance to compliance, audit, policies, and procedures
Occupational Experience & Education 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
Knowledge, Skills & Attributes
Passionate about providing excellent Member service and helping others to achieve their goals
Exceptional written and verbal communication skills
Strong relationship management skills
Strong business acumen and financial industry knowledge
Proven sales skills
Strong attention to detail and time management skills
Experience using Microsoft Office suite of products
Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
Excellent analytical and problem-solving skills
Dedication to continual learning and development
Department: Retail Banking
Primary Location: Etobicoke Branch - 1451 Royal York Road, Etobicoke, Ontario , M9P 3B2
Employment Status: Full-Time
Hours per Week: 38
Salary: The annual salary range for this position is $57,857 to $72,321. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. This position may be eligible for discretionary bonuses.
Number of Existing Vacancies: 1
DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.
Our hiring process includes AI screening for keywords and minimum qualifications. Talent Acquisition Partners review all results.
Qualified applicants are encouraged to submit their application. Applications must include a resume.
We thank all applicants but only those considered for an interview will be contacted.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Services Officer - Etobicoke position is now open for candidates interested in the Finance sector. This role in Etobicoke West Mall offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
