Meridian Financial Services Advisor

Position: Meridian Financial Services Advisor Role
Join Meridian in Fergus, Ontario, as a Financial Services Advisor and make a meaningful impact on community finances. This full-time, on-site role centers around member-first financial solutions.

As a key team member, you will guide members in their financial decisions, leveraging your expertise to provide credit and investment advice. This position requires proactive engagement in sales activities while fostering long-term member relationships. The advisor role supports business objectives through collaboration with wealth and small business teams.

Key Responsibilities:

• Assess member financial needs and recommend appropriate solutions

• Build and maintain long-lasting member relationships

• Meet and exceed individual and team sales targets

• Engage in community outreach and member education initiatives

• Utilize technology to enhance member interactions

Requirements:

• 3+ years in financial services sales

• MFDA licensing required

• Strong negotiation and interpersonal skills

• Proficient in financial software and systems

• Willingness to work flexible hours, including weekends

Support the financial growth of your community as a trusted advisor with Meridian!
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