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Financial Services Associate

2 months ago

Guelph, Ontario, Canada Meridian Full time
About the Role

We are seeking a highly skilled Financial Services Associate to join our team at Meridian. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our members and providing expert advice and recommendations to meet their needs.

Key Responsibilities
  • 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 to achieve performance objectives
  • Use provided tools to proactively identify and promote opportunities with all members to deepen relationships and provide flawless service experiences
  • Maintain discretion and confidentiality to respect member's privacy
Requirements
  • 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, including 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
What We Offer
  • 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 credit, and more
  • Tuition reimbursement program
  • Unique rewards and recognition program
About Meridian

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.

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.