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Financial Services Professional
2 months ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team at Meridian Credit Union Ltd. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our members, helping them achieve their financial goals and objectives.
Key Responsibilities- Provide expert financial advice and guidance to members, identifying and promoting solutions that meet their needs.
- Develop and maintain strong relationships with members, understanding their financial situations and providing tailored advice and recommendations.
- Work closely with cross-functional teams to deliver exceptional member experiences and achieve business objectives.
- Stay up-to-date with industry trends and developments, applying this knowledge to enhance member services and drive business growth.
- Collaborate with colleagues to share best practices and knowledge, ensuring a high level of service delivery and consistency across the organization.
- Post-secondary education with a minimum of 3 years of experience in a financial services environment.
- Strong business and financial industry knowledge, with a proven track record of sales and customer service.
- At least 3 years of experience in a senior financial advisor role, with a focus on member relationships and business growth.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
- A competitive salary and benefits package.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment, with a focus on collaboration and teamwork.
- Access to the latest technology and tools, enabling you to deliver exceptional member services and drive business growth.
