Financial Services Associate

2 weeks ago

Owen Sound, Canada Meridian Full time
Job Summary

Meridian is seeking a highly skilled and experienced Financial Services Associate to join our team. As a Financial Services Associate, you will be responsible for providing exceptional financial services to our members, including financial planning, investment advice, and credit solutions.

Key Responsibilities
  • Provide financial planning and investment advice to members
  • Develop and implement financial plans to meet members' goals and objectives
  • Recommend and implement credit solutions to meet members' needs
  • Build and maintain strong relationships with members to understand their financial needs and goals
  • Stay up-to-date with industry trends and developments to provide expert advice to members
Requirements
  • Post-secondary education in a related field
  • Minimum 3 years of experience in financial services
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance
About Meridian

Meridian is a leading financial institution that provides a wide range of financial products and services to individuals, businesses, and organizations. We are committed to helping our members achieve their financial goals and live their best lives.

  • Financial Services Associate

    4 weeks ago

    Owen Sound, Canada Meridian Full time

    Job Title: Financial Services AssociateMeridian 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...

  • Financial Services Associate

    4 weeks ago

    Owen Sound, Canada Meridian Full time

    Job Title: Financial Services AssociateMeridian 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...

  • Financial Services Associate

    2 weeks ago

    Owen Sound, Canada Meridian Full time

    Role OverviewMeridian is seeking a highly skilled Financial Services Associate to join our team. 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 ResponsibilitiesProvide investment advice and identify solutions that...

  • Financial Services Associate

    2 weeks ago

    Owen Sound, Canada Meridian Full time

    Role OverviewMeridian is seeking a highly skilled Financial Services Associate to join our team. 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 ResponsibilitiesProvide investment advice and identify solutions that...

  • Financial Services Associate

    4 weeks ago

    Owen Sound, Canada Meridian Full time

    Job SummaryMeridian is seeking a highly skilled Financial Services Associate to join our team. 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 ResponsibilitiesProvide investment advice and identify solutions that meet...

  • Financial Services Associate

    4 weeks ago

    Owen Sound, Canada Meridian Full time

    Job SummaryMeridian is seeking a highly skilled Financial Services Associate to join our team. 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 ResponsibilitiesProvide investment advice and identify solutions that meet...

  • Financial Services Associate

    2 weeks ago

    Owen Sound, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our branch sales team, you will be responsible for providing exceptional member experiences and delivering financial solutions that meet their needs.Key ResponsibilitiesUnderstand the financial needs of our...

  • Financial Services Associate

    2 weeks ago

    Owen Sound, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our branch sales team, you will be responsible for providing exceptional member experiences and delivering financial solutions that meet their needs.Key ResponsibilitiesUnderstand the financial needs of our...

  • Financial Services Associate

    6 days ago

    OWEN SOUND, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team in Owen Sound. As a key member of our team, you will be responsible for providing exceptional client service, supporting the Investment Advisor team, and contributing to the growth and success of our clients.Key ResponsibilitiesSupport the Investment Advisor...

  • Financial Services Associate

    4 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team in Owen Sound. As a key member of our team, you will be responsible for providing exceptional client service, supporting the Investment Advisor team, and contributing to the growth and success of...

  • Financial Services Associate

    4 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team in Owen Sound. As a key member of our team, you will be responsible for providing exceptional client service, supporting the Investment Advisor team, and contributing to the growth and success of...

  • Financial Services Professional

    3 weeks ago

    Owen Sound, Canada Meridian Full time

    {"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we're committed to helping our members achieve their best life. As a Financial Services Associate, you'll play a key role in providing exceptional member experiences and delivering financial solutions that meet their needs.Your responsibilities will include understanding member...

  • Financial Services Professional

    3 weeks ago

    Owen Sound, Canada Meridian Full time

    {"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we're committed to helping our members achieve their best life. As a Financial Services Associate, you'll play a key role in providing exceptional member experiences and delivering financial solutions that meet their needs.Your responsibilities will include understanding member...

  • Financial Services Professional

    1 day ago

    Owen Sound, Canada Meridian Full time

    Key ResponsibilitiesAs a Financial Services Associate at Meridian, you will be responsible for understanding the financial needs of our Members and providing tailored advice and recommendations to meet their goals.You will work closely with our Members to identify and promote solutions that add value to their financial lives, including investment advice and...

  • Financial Reporting Associate

    3 weeks ago

    Owen Sound, Canada BDO Full time

    Empowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

  • Financial Reporting Associate

    3 weeks ago

    Owen Sound, Canada BDO Full time

    Empowering Excellence in Financial ReportingBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

  • Financial Services Professional

    4 weeks ago

    Owen Sound, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our retail banking team, you will be responsible for providing exceptional member service and support to our valued customers.Key ResponsibilitiesProvide financial advice and guidance to members, identifying...

  • Financial Services Professional

    4 weeks ago

    Owen Sound, Canada Meridian Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our retail banking team, you will be responsible for providing exceptional member service and support to our valued customers.Key ResponsibilitiesProvide financial advice and guidance to members, identifying...

  • Financial Reporting Associate

    3 weeks ago

    Owen Sound, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.Your OpportunityOur Owen Sound office...

  • Financial Reporting Associate

    3 weeks ago

    Owen Sound, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters personal and professional growth.Your OpportunityOur Owen Sound office...