Small Business Financial Advisor

1 week ago


St Catharines, Ontario, Canada Meridian Full time
Job Summary

We are seeking a highly skilled and experienced Small Business Financial Advisor to join our team at Meridian. As a key member of our Business Banking team, you will be responsible for providing exceptional financial services to small business owners, helping them achieve their goals and succeed in their ventures.

Key Responsibilities
  • Portfolio Management: Manage a portfolio of member accounts, providing personalized financial advice and solutions to meet the unique needs of small business owners.
  • Business Development: Develop and maintain relationships with existing clients, identifying opportunities to sell or refer new products and services.
  • Financial Analysis: Analyze financial statements and provide recommendations to help small business owners make informed decisions about their financial futures.
  • Credit Risk Management: Manage credit risk by completing credit reviews, authorizing, renewing or declining member requests, and preparing documentation.
  • Networking: Establish and maintain relationships with local business leaders, identifying opportunities to grow our business and provide value to our members.
Requirements
  • Education: Post-secondary education in a business or related field, or relevant working experience.
  • Experience: 3-5 years of experience in a relevant financial services environment, including credit training, financial analysis, and personal banking services.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently and collaboratively as part of a team.
About Meridian

Meridian is Ontario's largest credit union, with over 360,000 members and 89 retail branches across the province. We are committed to helping our members achieve their best life, and we are seeking a talented and dedicated individual to join our team.



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