Financial Services Advisor at Meridian

Elevate member experiences as a Financial Services Advisor at Meridian Credit Union in Guelph, Ontario. Help members with financial advice and navigate investments while promoting quality services.

This full-time position requires a proactive individual with at least three years of sales experience in financial services. You will build long-term relationships with members, understand their financial needs, and provide sound advice on credit and investments. Collaborate with branch leadership to drive member growth and achieve team goals.

Key Responsibilities:

• Address and meet members' financial needs with advice

• Promote Meridian products, managing member portfolios

• Engage in sales activities like opening new accounts

• Ensure compliance and resolve issues efficiently

• Lead community engagement and local marketing efforts

Requirements:

• Post-secondary education and 3 years in financial sales

• MFDA licensing is mandatory

• Strong financial acumen and computer skills

• Excellent communication and negotiation abilities

• Comfortable with virtual technology and remote service

Become a trusted advisor in Guelph, guiding members through their financial journeys.
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