About this role
Financial Services Officer - Orangeville Branch at DUCA Financial Services Credit Union Ltd.. Location: Orangeville, Ontario, Canada. Role: establishing relationships, providing advice, developing business Requirements: Post-secondary education; minimum 3 years in financial services sales and 1 year advisory experience; mutual funds license (or working towards IFIC); knowledge of credit and investment products; strong sales, communication, and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM, Loan Originating System (LOS) Certifications: mutual funds (ific) Commitment: Full Time Workplace: Onsite Languages: English