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Financial Services Professional

2 months ago

Burlington, Ontario, Canada Meridian Full time
Role Overview

As a Financial Services Associate at Meridian, you will play a key role in providing exceptional Member Experience by understanding their financial needs and providing tailored advice and recommendations. This includes offering large or complex credit and investment advice, meeting and exceeding business goals, and managing Member portfolios to build strong relationships.

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
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
  • 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
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
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 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
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 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.