Guelph Financial Services Associate

Position: Guelph Financial Services Associate Role
Step into the role of Financial Services Associate with Meridian in Guelph, ON, and help transform our Members' financial futures. This full-time position emphasizes Member-centric financial solutions and proactive engagement.

As a key part of the branch leadership team, you will assess Members' financial needs and deliver solutions that foster growth. You will not only provide credit and investment advice but also engage in sales initiatives to drive both personal and team objectives. Collaborating with various specialties within the organization will be essential in providing holistic financial advice.

Key Responsibilities:

• Understand and address complex financial needs of Members

• Facilitate investment advice and credit approvals

• Drive revenue through sales-based engagement

• Cultivate relationships with internal teams

• Ensure compliance with all regulatory standards

Requirements:

• Minimum of 3 years in a financial services role

• MFDA licensing is mandatory

• Excellent communication and negotiation skills

• Willingness to work flexible hours, including evenings

• Strong history of achieving sales goals

Join Meridian in building a brighter financial future for our Members in Guelph.