7 Financial Institutions jobs in Milton

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 ( is the fastest organically growing large Credit Union in Canada 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 ( 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 one of Canada’s fastest growing credit unions 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 Burlington 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: Burlington Branch - 2017 Mount Forest Drive, Burlington, Ontario , L7P 1H4

Employment Status: Full-Time

Hours per Week: 38

Salary: The annual salary range for this position starts at $57,857. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.

Number of Vacancies: 1

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 a resume.

We thank all applicants but only those considered for an interview will be contacted.

Job Description

Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy , our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX . We’re also thrilled to be named a Greater Toronto Top Employer and proudly certified as a Great Place to Work®. These honors reflect our commitment to fostering an inclusive, high-performance culture where talent thrives and innovation drives us forward.

As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare .

If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.

Are you a passionate and hands-on Salesforce Developer with expertise in Lightning Components and ideally Financial Services Cloud (FSC) ? Join our innovative team where you’ll be empowered to design, build, and support scalable Salesforce solutions that drive business impact.

What will you be doing?

• Collaborates with business stakeholders to gather and translate requirements into scalable Salesforce solutions.
• Leverages Salesforce Financial Services Cloud (FSC) to configure user-centric solutions tailored to the financial services domain.
• Designs, develops, tests, and deploys high-quality features on the Salesforce platform, with a strong focus on Lightning Web Components (LWC) and Apex.
• Builds and maintains integrations using REST/SOAP APIs, optimizing cross-system functionality.
• Provides Salesforce Admin-level support to the development team and field users.
• Delivers Level 2/Level 3 support for business applications, ensuring timely resolution of issues in line with ticketing milestones and SLA commitments.
• Troubleshoots, resolves, and proactively mitigates technical issues, including performance bottlenecks and platform limitations.
• Participates in the full software development lifecycle (SDLC), collaborating with both onshore and offshore teams.
• Stays current with Salesforce releases and recommends enhancements to maximize platform value.
• Contributes to platform adoption by assisting users and supporting change initiatives.
• Supports Salesforce administrative tasks as needed.

What experience do you have?

• Holds a bachelor’s degree in Computer Science, Engineering, or a related field—or equivalent practical experience.
• Brings over 5 years of experience as a Salesforce Developer, with a strong track record of successful project delivery.
• Demonstrates proven expertise in Salesforce Lightning development.
• Has hands-on experience with Financial Services Cloud (FSC), which is highly preferred.
• Familiar with Salesforce Classic, considered an asset.
• Possesses strong proficiency in Apex, Lightning Web Components (LWC), Visualforce, JavaScript, SOQL, and integration techniques using REST and SOAP APIs.
• Understands Salesforce architecture, design principles, and development best practices.
• Communicates effectively and collaborates well with cross-functional teams, supported by excellent documentation skills.
• Adapts quickly to change and consistently drives continuous improvement.
• Experience with DevOps tools and methodologies is a plus.
• Holds Salesforce certifications such as Platform Developer I/II or FSC Accredited Professional, which are considered strong advantages.

We offer a Flexible Work Program that provides you the ability to work three days onsite per week , from our Mississauga office.

Internal Applicants: please apply through the link and provide written endorsement from your current manager.

Why should you work for goeasy?

In keeping with our mission to create better tomorrows for our employees, each year goeasy commits to continuously enhancing its total rewards. Here are some of the perks we offer…

Financial Benefits:

• Leverage our RRSP match and Employee Share Purchase Plan programs.
• Annual bonus that rewards your hard work and dedication.
• Employee discounts on furniture, electronics, and appliances.
• MAT & PAT leave top-up.
• Expand your financial knowledge through engaging Financial Literacy Learning opportunities.

Health and Lifestyle:

• Enjoy company-paid volunteer days to give back to the community.
• Access 24/7 healthcare with Virtual Doctor Appointments.
• Personalize your benefits with a flexible modular benefits package.
• Stay fit and energized with exclusive access to our on-site private gym at our head office.

Employee Perks:

• Fuel your growth with the Tuition Assistance Program.
• Double the impact of your generosity with Company Matched Charitable Donations.
• Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
• Enjoy a state-of-the-art office space with perks like a games room, a healthy snack program, a fitness studio, free gated parking, and more!

Diversity, Inclusion, and Equal Opportunity Employment:
At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. This means that we are committed to cultivating and preserving a work culture where we celebrate who we are, where everyone feels seen and heard and where every employee can fulfill their potential. As an equal opportunity employer, we are committed to providing accommodations for applicants upon request at any stage of the recruitment process in accordance with all legislative requirements throughout Canada. Please let us know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs.

Additional Information:
All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants, however we will only be contacting those for interview who possess the skills and qualifications outlined above.

Job Description

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.

Job Description

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.

Job Description

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.

Job Description

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.