Toronto, On Duca financial services Jobs – 17 Openings This Week

Financial Services Officer - Mount Pleasant
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $57,857–$72,321 a year
- Full-time
- Sales
- Microsoft Office
- Analysis skills
- Profit sharing
Quick apply
16h
Member Connect Representative (Part-Time 21-25 hrs)
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $20.56–$25.70 an hour
- Part-time
- Customer service
- Microsoft Office
- Financial services
- Profit sharing
Quick apply
Wealth Advisor - GTA and Surrounding Area
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $50,000–$80,000 a year
- Full-time
- Sales
- Finance
- Presentation skills
- Profit sharing
Quick apply
Network Engineer
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $110,000–$120,000 a year
- Weekends as needed
- Management
- Computer Science
- AWS
- Profit sharing
Quick apply
Credit Manager, Business Banking and Specialized Lending
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $80,494–$100,617 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Master's degree
- Profit sharing
Quick apply
Member Connect Representative (Full-Time)
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $40,634–$50,793 a year
- Full-time
- Customer service
- Microsoft Office
- Financial services
- Profit sharing
Quick apply
Member Service Representative (Full-Time)
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $40,634–$50,793 a year
- Full-time
- Sales
- High school diploma or GED
- Bachelor's
- Profit sharing
Quick apply
Member Service Representative (Part-Time 21 - 25 hrs)
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $20.56–$25.70 an hour
- Part-time
- Sales
- High school diploma or GED
- Bachelor's
- Profit sharing
Quick apply
Senior Manager, Technology Risk
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $92,798–$115,998 a year
- Full-time
- Computer science
- Computer Science
- Analysis skills
- Profit sharing
Quick apply
10d
Senior Operational Risk Analyst , Business Continuity & Operational Resilience
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $69,956–$87,445 a year
- Full-time
- Microsoft Office
- Finance
- Bachelor's
- Profit sharing
Quick apply
10d
Business Optimization Analyst
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $64,023–$80,029 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Profit sharing
Quick apply
Manager, Organizational Change and Communications
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $80,494–$100,617 a year
- Full-time
- PMP
- Writing skills
- Microsoft Office
- Profit sharing
Quick apply
Senior Leadership Facilitator
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $80,494–$100,617 a year
- Full-time
- Microsoft Office
- Education
- Travel
- Profit sharing
Quick apply
Senior Risk and Reporting Analyst
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $69,956–$87,445 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Finance
- Profit sharing
Quick apply
Member Connect Lending Specialist
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $51,904–$64,880 a year
- Full-time
- Phone etiquette
- Communication skills
- Profit sharing
Quick apply
Vice President, Compliance (CAMLO & Privacy Officer)
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- Full-time
- Finance
- Presentation skills
- Bachelor's
- Profit sharing
Quick apply
Manager, Automation & AI
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- $80,494–$100,617 a year
- Full-time
- Management
- Computer Science
- DevOps
- Profit sharing
Quick apply

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Member Connect Representative (Part-Time 21-25 hrs)
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Financial Services Officer - Mount Pleasant
DUCA Financial Services Credit Union Ltd. —Toronto, ON
Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license. Identify opportunities to develop business within the community and…
$57,857–$72,321 a year
Quick apply
16h
Wealth Advisor - GTA and Surrounding Area
DUCA Financial Services Credit Union Ltd. —Toronto, ON
Use financial planning & life insurance needs analysis tools to develop plans and recommendations. Make pro-active calls to existing DUCA clients to offer…
$50,000–$80,000 a year
Quick apply

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duca financial services jobs near toronto, on

Financial Services Officer - Mount Pleasant

DUCA Financial Services Credit Union Ltd. -
Toronto, ON

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Job details

Full-time
$57,857–$72,321 a year
16 hours ago

Qualifications

Investment
Sales
Post-secondary education
Microsoft Office
Analysis skills
Financial services
Training & development
Communication skills
Time management

Full 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 Toronto Mount Pleasant 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: Toronto Mount Pleasant Branch - 245 Eglinton AvenueToronto, Ontario , M4P 3B7

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 apply

Refine Your Search

duca financial services jobs in toronto, on

Financial Services Officer - Mount Pleasant

Member Connect Representative (Part-Time 21-25 hrs)

Wealth Advisor - GTA and Surrounding Area

Network Engineer

Credit Manager, Business Banking and Specialized Lending

Member Connect Representative (Full-Time)

Member Service Representative (Full-Time)

Member Service Representative (Part-Time 21 - 25 hrs)

Senior Manager, Technology Risk

Senior Operational Risk Analyst , Business Continuity & Operational Resilience

Business Optimization Analyst

Manager, Organizational Change and Communications

Senior Leadership Facilitator

Senior Risk and Reporting Analyst

Member Connect Lending Specialist

Vice President, Compliance (CAMLO & Privacy Officer)

Manager, Automation & AI

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