Financial Services Associate

2 days ago

Owen Sound, Canada Meridian Full time
Job Title: Financial Services Associate

Meridian is seeking a highly motivated and experienced Financial Services Associate to join our team. As a Financial Services Associate, you will be responsible for providing exceptional customer service, building relationships with clients, and delivering financial solutions that meet their needs.

Key Responsibilities:
  • Provide financial advice and guidance to clients, including investment and credit products.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Develop and implement financial plans that meet clients' needs and goals.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Work collaboratively with other team members to achieve business objectives and deliver exceptional customer service.
Requirements:
  • Post-secondary education in a related field, such as finance or business.
  • Minimum 3 years of experience in a financial services role.
  • Strong knowledge of financial products and services, including investments and credit.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to work with a leading financial institution and make a real difference in people's lives.

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