Financial Services Advisor at Meridian
Job in
Burlington, Ontario, Canada
Listed on 2026-09-08
Listing for:
Meridian Credit Union
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Retail Banking, Financial Advisor / Consultant
Job Description & How to Apply Below
Become part of a dedicated Retail Banking team committed to exceeding Member expectations. You will address Member needs by providing comprehensive advice, opening new accounts, and promoting financial products. Additionally, your role includes executing sales activities and collaborating with teams to support holistic financial growth for our Members.
Key Responsibilities:
• Provide exceptional service and financial insights
• Recommend banking solutions tailored to Member needs
• Facilitate efficient transaction processing
• Engage in proactive sales and Member referrals
• Collaborate with internal teams for seamless service delivery
Requirements:
• Previous experience in financial services preferred
• Strong communication and negotiation skills
• Ability to work flexible hours
• Excellent problem-solving abilities
• Passion for improving Member experiences
Become a part of Meridian's mission to enhance the financial well-being of our Members.
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