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Financial Advisor at Meridian Branches
Job in
Guelph, Ontario, C6A, Canada
Listed on 2026-05-15
Listing for:
Meridian Credit Union
Full Time
position Listed on 2026-05-15
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
This senior Financial Services Associate role is vital for understanding Member needs and driving revenue through responsible solutions. You'll be tasked with building lasting relationships, managing new account openings, and providing essential investment advice within compliance guidelines.
Key Responsibilities:
• Assess Member financial goals and recommend products
• Handle credit approval processes within set limits
• Open new accounts focusing on strategic outreach
• Drive revenue through effective sales initiatives
• Cultivate strong Member relationships for deeper engagement
Requirements:
• Strong understanding of financial services and products
• Exceptional negotiation and consultative abilities
• Experience in sales-driven revenue and relationship management
• Flexibility with working hours, including evenings
• Deep commitment to enhancing Member experiences
Leverage your financial skills at Meridian while enriching the lives of Members in the Guelph area.
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