Financial Service Administrator

2 months ago

Mississauga, Canada Meridian Credit Union Ltd Full time
h3>Financial Services Associate - Full Time - Mutual Fund Licensed

Job Category: Retail

Requisition Number: FINAN005652

Posted: October 29, 2024

Location: 970 Southdown Rd, Mississauga, ON L5J 2Y4, CAN

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

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.

What you’ll do:Member Experience
  • 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
  • Maintain discretion and confidentiality to respect Member’s privacy
Employee Experience
  • Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals
  • Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace
  • Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results
  • Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback
  • Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team
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.
What you can bring to Meridian:
  • 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
  • Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills
  • Effective organizational time management, and problem-solving skills

Join us This role is in office at 970 Southdown Rd. (strong>

  • Paid vacation time, and other time off
  • Financial benefits including free banking, and special rates on mortgages, lines of credits and more
  • Unique rewards and recognition program

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. 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.

Our Commitment to You:

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. p>

Thank you for your interest in Meridian Credit Union.

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