Financial Services Advisor

5 months ago

Mississauga, Canada Meridian Credit Union Full time

**Why Meridian?**

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: About Meridian

**Our Retail Banking Practice**:
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.

**As Financial Services Advisor**:
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.

There will be responsibility for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the individual will manage Member portfolios to genuinely build relationships with Members.
- 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.

How you will succeed:

- 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 our **Clarkson Branch**, 970 Southdown Rd Mississauga, ON L5J 2Y4, CAN**

**What's in it for you?**

As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:

- Paid vacation time, and other time off
- Employer-paid health benefits
- Defined contribution pension matching
- Financial benefits including free banking, and special rates on mortgages, lines of credits and more
- Tuition reimbursement program
- Unique rewards and recognition program

You will benefit from an inclusive and c

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