Join DUCA as a Financial Advisor at our Orangeville branch and empower Members to achieve their financial aspirations. Provide tailored guidance and support in a vibrant workplace.
As a Financial Services Officer, you will play a pivotal role in understanding Members' financial situations and delivering impactful advice. Your focus will be on fostering relationships, facilitating new Member accounts, and engaging in community outreach. Lead your branch team in achieving shared objectives while prioritizing exceptional service.
Key Responsibilities:
• Develop strong relationships with Members for financial insights
• Advising on mortgages, loans, and investment opportunities
• Identify referral opportunities for complex needs
• Maintain compliance with policies and procedures
• Engage in community events to attract new Members
Requirements:
• Post-secondary education required
• At least 3 years in financial sales, 1 year advisory
• Mutual funds license preferred
• Strong analytical and problem-solving skills
• Experience with CRM or related software is a plus
Drive financial success for Members at DUCA today!
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📌 DUCA Financial Advisor in Orangeville
🏢 DUCA Financial Services Credit Union
📍 Orangeville