Financial Service Associate

2 weeks ago

Canada Meridian Credit Union Ltd Full time
Financial Services Associate - Full Time - Mutual Fund Licensed

Job Category:
Retail

Full-Time
On-site

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives.

We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience

As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs.

This will include offering large or more complex credit and investment advice.
Understand how Meridian's products and services can add value to our Members
Provide investment advice by identifying and promoting solutions that meet our Member needs
Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
Engage in revenue generation and sales based activities in order to achieve performance objectives; build external centres of influence to optimize sales and service results
Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members
Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback
Community Experience
Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.
Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales
Strong business and financial industry knowledge, with a desire for career growth within the financial services industry
At minimum, MFDA licensing is required for most roles
Flexible to work all scheduled hours which include some evenings and Saturdays
Proven understanding of computer systems and programs including Microsoft Office, and Outlook
This role is in office at Collingwood Branch, 171 Ste Marie St, Collingwood, ON L9Y 3K3 .
Financial benefits including free banking, and special rates on mortgages, lines of credits and more

You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

Meridian is Ontario's largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members.

Meridian has more than 75 years of banking history and is 100% owned by its members.

With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members.

With over 2000 employees and corporate offices located in Toronto and St.

Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.

Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.

We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Thank you for your interest in Meridian Credit Union.
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