Financial Services Advisor

3 weeks ago

Niagara Falls, Canada Meridian Credit Union Full time

**Who we are**:
Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we’re committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives

Find our story here: About Meridian

**Our Retail Banking Practice**:
At Meridian, our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven value proposition to our Members.

We have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”. We deliver Advice based banking, providing tools that reduce complexity, offering information, and motivating our Members to reach their overall financial goals.

We thrive through our growth mindset - being adaptive, resilient, resourceful and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.

Our Retail teams work alongside our partners and align financial strategies and activities to support our Members holistic financial growth - Wealth, Small Business, and Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.

We are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.

**About this role**:
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/leadership 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 complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the incumbent will manage Member portfolios to genuinely build and develop relationships with Members. While actively positioning Meridian’s products and services to add value to our Members financial well-being.

With your growth mindset you are adaptive, resilient, resourceful and creative. Seeking and receptive to feedback to continuously improve and learning from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion. As you take initiative and accountability you are joining a team that provides autonomy to get things done and will be accountable for a variety of support functions within the branch.

Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.

The Financial Services Advisor will work alongside and align financial strategies and activities to support Meridian’s internal business partners - Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.

In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team-based business results. This role is expected to proactively engage in revenue generating and sales-based activities, foster and deepen Member relationships and refer business to other channels.

This role is ideal for individuals who are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.

**What you’ll do**:

- Employee Experience_

Part of an engaged team that is aligned to key business drivers and delivering on outcomes.

Is Highly Engaged

Demonstrates empathy with colleagues

Communicates thoughts and ideas openly

Respects others and their opinions/ideas

Values diversity of thought and promotes inclusion

Be a highly engaged team player working co-operatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners.

Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian

Actively participate and support the team in the planning process, assisting with implementation and providing feedback.

Continued individ

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