Financial Services Officer (Financial Advisor)
We are looking for a new Financial Services Officer with a focus on lending and investments to join our dynamic Etobicoke branch!
Job 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 FSO establishes relationships with Members, understands their financial goals, and provides them with holistic financial advice on a range of DUCA products and services, including lending and investment products, that will help them achieve their 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.
Key Accountabilities & Duties
Occupational Experience & Education Requirements
Knowledge, Skills & Attributes
Etobicoke Branch Hours:
Mon to Wed: 9:30 am to 5:00 pm
Thurs: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm
Department: Retail Banking
Primary Location: Etobicoke Branch – 1451 Royal York Road, Etobicoke, ON M9P 3B2
Employment Status: Full-time
Hours per Week: 38
Job Grade Level: 5
About DUCA
DUCA exists to help people do more, be more and achieve more with their money and their lives. We’re driven by a co-operative philosophy that puts our Members (and Owners) at the centre of every decision we make, gives them a voice in how we’re run and rewards them for their loyalty by sharing our profits.
At DUCA, we’re dedicated to creating a positive environment where our employees have growth and development opportunities, a healthy work/life balance, opportunities to give back to the community, and a focus on doing what is right for our Members. DUCA offers a competitive total compensation package including base salary, a short-term incentive (bonus) program, a comprehensive benefits program, pension plan, and employee banking benefits.
To learn more about DUCA please visit our website at https://www.duca.com/.
DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.
Qualified applicants are encouraged to submit their application. Applications must include both a resume and cover letter. We thank all applicants but only those considered for an interview will be contacted.