Financial Services Professional

2 weeks ago


Owen Sound, Canada Meridian Full time

At Meridian, we're seeking a highly skilled Financial Services Associate to join our team of dedicated professionals. As a key member of our Retail Banking Practice, you'll play a vital role in delivering exceptional Member Experience.

Key Responsibilities:
  • Understand the financial needs of our Members and provide tailored advice and recommendations.
  • Meet and exceed specific individual and team-based business goals.
  • Manage Member portfolios to build genuine relationships and provide flawless service experiences.
What You'll Do:
  • Provide investment advice and identify solutions that meet Member needs.
  • Recommend credit products based on accurate and appropriate credit interviewing and underwriting skills.
  • Engage in revenue generation and sales-based activities to achieve performance objectives.
Requirements:
  • Post-secondary education with at least 3 years of equivalent work experience in a financial services environment.
  • Strong business and financial industry knowledge, with a desire for career growth within the financial services industry.
  • At minimum, MFDA licensing is required for most roles.

As a Certified Living Wage Employer, you'll enjoy a comprehensive benefits package, including paid vacation time, employer-paid health benefits, and a defined contribution pension matching program.

Join our team and benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success.

Meridian is Ontario's largest credit union, helping to grow the lives of our more than 360,000 Members. We're committed to promoting an inclusive, accessible environment where all employees and customers feel valued, respected, and supported.



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