Financial Representative

Position: Full-Time Financial Representative
Become a Financial Services Representative at Meridian in Maple, Ontario. This full-time, six-month contract focuses on delivering transactional services and advisory sales support to enhance member financial well-being.

In this role, you will engage with members to identify their financial needs and promote Meridian's products. Activities include performing daily banking transactions, offering credit and wealth solutions, and ensuring compliance with regulatory standards. Your impactful interaction will help nurture member relationships and hit revenue targets.

Key Responsibilities:

• Execute daily banking transactions with precision

• Identify advisory opportunities for accounts and credit

• Offer consultative service using strong communication skills

• Ensure compliance with internal controls and regulations

• Collaborate with branch teams to implement strategies

Requirements:

• Post-secondary education or equivalent financial experience

• Strong verbal and written communication abilities

• Capacity for independent work and decision-making

• Proficiency in computer systems; adaptability to tech

• Availability for scheduled shifts, including weekends

Use your skills to uplift member financial experiences in this key role.
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