Senior Financial Services Associate at Meridian

Elevate your career as a Senior Financial Services Associate with Meridian in Waterloo, Ontario. This in-office role focuses on delivering advice-based banking, managing Member portfolios, and achieving financial goals.

As a key member of the branch leadership team, you will engage with Members to understand their financial needs while providing tailored credit and investment advice. This position requires a proactive approach to identifying growth opportunities for Meridian's products and services, ensuring exceptional Member experiences. Your ability to cultivate relationships and contribute to team success is essential.

Key Responsibilities:

• Deliver personalized financial advice to Members

• Manage and grow Member portfolios effectively

• Engage in revenue-generating sales activities

• Collaborate with internal partners on financial strategies

• Advocate for innovative banking solutions to enhance service

Requirements:

• Minimum 3 years in financial services sales

• MFDA licensing is mandatory

• Strong organizational and interpersonal skills

• Flexibility to work evenings and weekends

• Excellent understanding of banking products

Fuel your passion for Member experience and drive results as part of Meridian’s committed team in Waterloo.