Financial Services Associate

2 days ago

Burlington, Ontario, Canada Meridian Full time

{"h1": "Financial Services Associate Role at Meridian", "p": "At Meridian, we are 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. This role requires a strong business and financial industry knowledge, with a desire for career growth within the financial services industry.", "ul": [{"li": "Provide investment advice by identifying and promoting solutions that meet our member needs"}, {"li": "Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills"}, {"li": "Engage in revenue generation and sales-based activities to achieve performance objectives"}, {"li": "Use provided tools to proactively identify and promote opportunities with all members to deepen relationships and provide flawless service experiences"}, {"li": "Maintain discretion and confidentiality to respect member privacy"}], "h2": "What You'll Do", "p": "As a Financial Services Associate, you will be responsible for the following key areas: Member Experience, Employee Experience, and Community Experience.", "h3": "Member Experience", "ul": [{"li": "Understand how Meridian's products and services can add value to our members"}, {"li": "Provide investment advice by identifying and promoting solutions that meet our member needs"}, {"li": "Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills"}, {"li": "Engage in revenue generation and sales-based activities to achieve performance objectives"}, {"li": "Use provided tools to proactively identify and promote opportunities with all members to deepen relationships and provide flawless service experiences"}, {"li": "Maintain discretion and confidentiality to respect member privacy"}], "h3": "Employee Experience", "ul": [{"li": "Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the member experience teams and cross-functional departments"}, {"li": "Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace"}, {"li": "Continue individual learning and development to align with Meridian values while delivering on action plans aligned with employee engagement results"}, {"li": "Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback"}, {"li": "Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team"}], "h3": "Community Experience", "ul": [{"li": "Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values"}, {"li": "Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events."}], "h2": "What You Can Bring to Meridian", "ul": [{"li": "Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales"}, {"li": "Strong business and financial industry knowledge, with a desire for career growth within the financial services industry"}, {"li": "At minimum, MFDA licensing is required for most roles"}, {"li": "Flexible to work all scheduled hours which include some evenings and Saturdays"}, {"li": "Proven understanding of computer systems and programs including Microsoft Office, and Outlook"}, {"li": "Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills"}, {"li": "Effective organizational time management, and problem-solving skills"}], "p": "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.", "p": "Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.", "p": "We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.", "p": "Please note that due to the volume of applications, only those under consideration will be contacted for an interview.", "p": "Thank you for your interest in Meridian Credit Union.", "h3": "Follow us on Twitter at"}

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