Financial Services Officer
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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 ( is distinguished for the following:
- Positive, un-big
Senior Insights Consultant - Executive & Board Programs, Deloitte Global Growth
Posted 3 days ago
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Date: Aug 13, 2025
Location: Toronto, ON, CA, M5C 3G7
Job Type:Permanent
Work Model:Remote
Reference code:
Primary Location:Toronto, ON
All Available Locations:Toronto, ON; Ottawa, ON
Our Purpose
At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our work underpins a prosperous society where people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.
By living our Purpose, we will make an impact that matters.
- Have many careers in one Firm.
- Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
- Learn from deep subject matter experts through mentoring and on the job coaching
What will your typical day look like?
- Work closely with the Global Executive & Board Program (EBP) Leadership team and EBP Insights Leader to implement the annual priorities, content strategy and pipeline, activation strategy and supporting governance structures.
- Work closely with the EBP Program Managers and Research and Insights team members to explore data and translate insights into actionable recommendations.
- Prepare fluent and executive-ready presentations, communications, and reports for Global Leadership, senior executives, and client audiences.
- Translate complex research into engaging, high-impact deliverables (e.g. executive-ready summaries, newsletters, briefing materials, PoVs)
- Identify gaps and opportunities to elevate role-based insights across geographies and audiences
- Manage the end-to-end execution of projects ensuring adherence to timelines, budgets, and quality standards. This includes developing project plans, tracking progress, identifying and mitigating risks, and reporting on key milestones.
- Work with Deloitte global business leaders and SMEs to shape and align the Deloitte voice to market
- Engage and coordinate with third party stakeholders service providers (i.e. research vendors, editorial providers)
- Synthesize external and internal research with an eye for key signals, trends, and narrative opportunities and apply a critical lens to methodology, source validity, and insight framing.
- Support the EBP research agenda, team members, and other thought leaders and stakeholders within Deloitte to help them develop, author, and execute specific topics.
- Secure necessary risk approvals for projects, ensuring compliance with internal processes. This involves collaborating with relevant stakeholders, preparing documentation, and facilitating the approval process.
- Contribute to a high-performing, inclusive team culture that values intellectual curiosity, clarity, and collaboration.
- Work across borders to foster a global mindset and integrate diverse perspectives.
- Support upskilling and enablement efforts within the EBP network, especially around research, writing, and content strategy
Enough about us, let's talk about you
- Minimum 5 years relevant working experience of experience in strategy, research, editorial, or insights roles, ideally within a professional services or consulting context.
- Familiarity with research tools (e.g., SPSS, RStudio, Qualtrics)
- Exceptional verbal and written communication skills, including executive-level writing experience.
- Hands on experience with Microsoft Office tools (Excel, PowerPoint, Word) with strong attention to detail and best in class deliverables.
- Consultative mindset, ability to navigate ambiguous circumstances and complex structures.
- A strong interest in and knowledge of international affairs and knowledge of boards and committee structures are helpful.
- Strong project management skills and excellent attention to detail. Proven experience in project management, ideally within a business or research context.
- Excellent interpersonal skills, with the ability to build strong relationships with stakeholders at all levels.
- Confident working across cultures, time zones, and communication styles
- Bachelor's degree in a relevant field (e.g., Business Administration) or relevant work experience.
The salary range for this position is $69,000 - $14,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.
Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. On top of our regular paid vacation days, some examples include: 4,000 per year for mental health support benefits, a 1,300 flexible benefit spending
Legal Assistant - Financial Services
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Position Title: Legal Assistant – Financial Services
Category: Legal Support
Location: Downtown Toronto (Hybrid: 3 days in-office, 2 days remote)
Employment Type: Full-Time, Permanent
Hours: 35 hours/week, 9:00 am – 5:00 pm
About Us:
We are a leading Canadian business law firm with offices in Toronto and Vancouver. With over 250 lawyers, advisors, and patent agents, we provide legal services across Canada and internationally. We pride ourselves on delivering exceptional client service while fostering a supportive and collaborative work environment.
Role Overview:
We are seeking a proactive and detail-oriented Legal Assistant to support our Financial Services practice, which handles cross-border financings and commercial transactions. This role will provide dedicated support to 2 Partners and 1 Associate, managing a variety of administrative and transactional responsibilities in a fast-paced environment.
Key Responsibilities:
Draft, edit, and organize legal and transactional documents
Assist with transactional matters, including preparing signature packages, processing wire transfers, and assembling closing records
Manage client file openings and conflict checks
Handle billing, invoice processing, and related accounting tasks
Manage lawyers’ calendars and schedules
Communicate professionally with clients, colleagues, and external parties
Provide accurate, high-quality administrative support while maintaining discretion and confidentiality
Take initiative and maintain accountability for assigned work
Qualifications:
Minimum 3 years of experience as a Legal Assistant, ideally with exposure to corporate law
Completion of a Legal Assistant or Law Clerk program
Strong organizational skills and ability to manage multiple priorities under time pressure
Excellent English communication skills (written and verbal)
Skills:
Proficiency in Microsoft Office 365 (Word, Excel, Outlook)
Strong document formatting and editing skills
Experience with DocuSign and digital closing folders
Excellent judgment, resourcefulness, and attention to detail
Ability to work independently while managing competing priorities
Why Join Us:
Competitive salary and comprehensive benefits package
Mentorship and professional development opportunities
Supportive mid-sized firm environment with a collaborative culture
Wellness programs, RRSP matching, and volunteer opportunities
Additional Information:
Employment is subject to a criminal background check
Applications will be reviewed as received; only selected candidates will be contacted
We are an equal opportunity employer. Accommodation during the hiring process is available upon request
#ONDT #ondt
Operations Analyst – Financial Services
Posted 3 days ago
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Desjardins Financial Services Sales Rep
Posted today
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Financial Services Sales Advisor - Desjardins Agent Team Member
Location: OAKVILLE, ONT
Type: Full Time, Permanent
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you!
Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
- Product expert
- Provide prompt, accurate, and friendly customer service
- Work with the Agent to establish and meet office goals
Compensation:
- Salary plus commission/bonus
- Plenty of growth within Agency
- Paid time off (vacation and personal/sick days)
- Flexible work hours
Requirements:
- Sales experience preferred but not required
- Drive to meet sales goals
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Life/Accident and Sickness license required (Canadian Invesetment Funds license a bonus)
We thank all applicants for their interest, however, only those selected for interview will be contacted.
Richard Demille Insurance and Financial Services Ltd.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
Analyst, Technical Success Manager - Financial Services

Posted 6 days ago
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When you join one of our teams, you'll be part of a nimble group that's empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won't have to look to find growth opportunities-ready or not, they'll find you. From retail to government to healthcare, we're on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that's work worth doing.
**Analyst, Technical Success Manager**
**Why We Have This Role**
The Customer Success Team is at the heart of Qualtrics. From the initial onboarding to ongoing adoption, we assist customers throughout their lifecycle, helping them unlock the most value from our products and services. We understand their goals and, as trusted advisors, will help them deliver on their business objectives and recommend solutions to the challenges they face. We are looking for resourceful individuals to join our team who aren't afraid to dive into the details and understand the tools our customers use, and working with them to realize long term value. We have impressive members on this team, and are always looking for more amazing talent!
**How You'll Find Success**
Technical Success Managers are Qualtrics experts who work with our clients and customers to realize the potential of the Qualtrics product. In this role, you will work with clients to understand the customers programs and objectives, and leverage your technical expertise to build programs that drive adoption and value for the customer. Technical Success Managers work in a post-sales capacity that directly contributes to the long-term success of our customers' programs, and deepen relationships with the clients they support. As a Technical Success Manager, you should both be a tech-savvy professional and someone who excels at nurturing relationships to deliver exceptional client service.
**How You'll Grow**
+ Enhance your software platform knowledge and technical troubleshooting skills
+ Build your creative problem-solving and critical-thinking skills to deliver actionable, scalable recommendations that improve the end to end customer experience for customers
+ Develop critical customer relationship and communication skills to develop impactful, trusted relationships
**Things You'll Do**
+ Drive Customer Adoption and Optimize Programs
+ Build, configure, and execute services that align to client objectives, strategic goals, maximizing client value
+ Leverage customer usage data to deliver actionable insights & recommendations
+ Develop a deep understanding of Qualtrics' service offerings to meet client needs, guiding them through use cases to drive program maturity.
+ Establish and maintain multi-level stakeholder relationships to ensure customer health and support.
+ Serve as a platform expert, advising clients on high-value usage and translating customer goals into tailored recommendations.
+ Act as a point of escalation for complex issues, championing customer needs internally and mobilizing resources for maximum impact.
+ Drive adoption of key platform features through demos and proof of concepts, leveraging best practices for implementation.
+ In person connection with customers, traveling on-site as needed
+ Collaboration & Cross-Functional Partnerships
+ Collaborate with Sales and Services teams to develop meaningful client relationships, aligned to the overall client
Retail Store Manager, Financial Services (CA)
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Role Overview
As the Local Store Manager for Moomoo Financial Canada, you wiIl lead the day-to-day operations of our
physical storefront, ensuring exceptional customer experiences, operational efficiency, and alignment with
Moomoo's innovative, tech-driven brand. You will recruit and deveelop a high-performing team, foster a culture
of financial expertise and customer-centric service, and collaborate on optimizing the store environment to
drive engagement and compliance.
Responsibilities- Talent Acquisition & Team Building
Recruit Top Talent: Source, interview, and hire candidates witha blend of customer service aptitude and
financial industry knowledge (e.g., familiarity with trading platforrms, investment products).
Cultural Fit: Prioritize candidates who align with Moomoo's values of innovation, transparency, and client
empowerment.
Certification Support: Ensure all hires meet regulatory requirerments (e.g., CSC/CPH certifications) and
coordinate licensing processes.
Diversity & Inclusion: Build a team reflective of Canadaa's multicultural communities to enhance customer
trust and rapport.
- Employee Training & Development
Onboarding Programs: Design and implement training modules covering
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