Senior Financial Advisor
1 day ago
We are seeking a highly skilled Senior Financial Advisor to join our team as a Member Experience Specialist. As a key member of our retail banking practice, you will be responsible for providing exceptional financial guidance and advice to our members, helping them achieve their best life.
Company OverviewMeridian is Ontario's largest credit union, with over 75 years of banking history and more than $30 billion in assets under management. We are committed to promoting an inclusive, accessible environment where all employees and customers feel valued, respected, and supported.
Estimated SalaryThe estimated salary for this role is between $60,000 and $80,000 per year, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including paid vacation time, employer-paid health benefits, and a defined contribution pension plan.
Job DescriptionAs a Senior Financial Advisor, you will be responsible for:
- Providing financial guidance and advice to members, helping them achieve their financial goals
- Developing and implementing personalized financial plans to meet the unique needs of each member
- Working closely with other teams, including wealth and business banking, to provide holistic financial solutions to members
To be successful in this role, you will need:
- A minimum of 3 years of experience in a financial services environment, preferably in a senior advisor or lead role
- Strong business and financial industry knowledge, with a desire for career growth within the financial services industry
- At least MFDA licensing, with potential for additional designations
- Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues alike
In addition to a competitive salary and comprehensive benefits package, we offer:
- Paid vacation time and other time off
- Employer-paid health benefits
- Defined contribution pension plan
- Financial benefits, including free banking and special rates on mortgages and lines of credit
- Tuition reimbursement program
If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Meridian Credit Union is committed to fostering a diverse and inclusive workplace, where everyone feels valued and empowered to succeed.
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