Financial Services Advisor

3 weeks ago

Richmond Hill, Canada Meridian Credit Union Full time

**About this opportunity**

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.

***

**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.

**About this role**:
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.

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.

**What you’ll do**:

- Employee Experience_
- Demonstrates empathy with colleagues
- Communicates thoughts and ideas openly
- Respects others and their opinions/ideas, and values diversity of thought and promote 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.
- Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.
- Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross-functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals.
- Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program
- Member Experience_
- Serve Members with excellence, demonstrate patience in difficult situations, and show empathy to Members’ perspectives
- Understand how Meridian’s products and services can add value to our Members
- Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.
- Within approval limits, approve or provide recommendations on credit products based on thorough, 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 Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
- Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members
- Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
- Balance and process daily work in accordance with standard compliance, audit, policies and procedures
- Maintain discretion and confidentiality to respect Member’s privacy
- Community Experience_
- Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the

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