Licensed Financial Services Associate

Licensed Financial Services Associate - Full Time

Job Category: Retail

Requisition Number: FINAN
007358

Job Type: Full Time

Location: 4520 Ontario Street, Beamsville, ON L3J 0B7

As a senior member of the branch sales/leadership team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals, managing Member portfolios, building and developing relationships with Members, and positioning Meridian’s products and services to add value to Member financial well‑being.

• Employee Experience
  • Part of an engaged team aligned to key business drivers and delivering on outcomes.
  • Highly engaged; demonstrates empathy with colleagues and communicates thoughts and ideas openly.
  • Respects others, values diversity of thought and promotes inclusion.
  • Co‑operatively works with peers within the branch and across Meridian.
  • Develops goals with Manager that are clearly defined, measurable and achievable.
  • Actively participates and supports the team in the planning process, assisting with implementation and providing feedback.
  • Continues individual learning and development to align with Meridian core competencies and values while delivering on action plans.
  • Advocates for the branch and promotes an entrepreneurial growth mindset.
  • Builds, develops and maintains internal relationships within the Member Experience teams and cross‑functional departments.
  • Leads branch activities to expand the Member relationship and grow share of wallet, including the Digital Ambassador Program.
• Member Experience
  • Delivers an exceptional Member experience and offers insights to continually grow Member Experience.
  • Serves Members with excellence, demonstrates patience, shows empathy to Members’ perspectives.
  • Understands how Meridian’s products and services add value to Members.
  • Provides investment advice by identifying and promoting solutions that fit Member needs.
  • Assesses credit products within approval limits or provides recommendations based on thorough interviewing and underwriting skills.
  • Engages in revenue generation and sales activities to achieve performance objectives.
  • Opens new Member accounts using account opening strategies.
  • Possesses mutual fund accreditation and maintains knowledge of economic and market conditions.
  • Builds external centres of influence to optimize sales and service results.
  • Uses Meridian tools to identify and promote opportunities to deepen relationships and provide seamless service experiences.
  • Embraces virtual technology platforms for meetings and communication with Members.
  • Earns the right to ask for business and drive new referrals to appropriate partners in Retail Wealth, Small Business and Commercial.
  • Resolves problems at the first point of contact and refers complex concerns to appropriate staff.
  • Balances and processes daily work per compliance, audit, policies and procedures.
  • Works with Branch leadership to champion and implement corporate strategies and programs.
  • Maintains discretion and confidentiality respecting Members’ privacy.
  • Demonstrates excellent listening and strong consultative skills.
  • Removes systemic barriers to exceptional Member Experience.
  • Contributes to continuous enhancement of Member Experience leveraging Voice of Employee.
• Community Experience
  • Participates and executes community engagement plan.
  • Promotes Meridian Credit Union in the community through events while demonstrating Company Values.
  • Supports local community organizations and activities through Business Development and Good Neighbour Program.
  • Plans, prepares, and delivers Meridian hosted Community events.

• Strong desire for career growth within the financial services industry.
• Strong business acumen and financial industry knowledge.
• Excellent organizational and Member service skills.
• Strong…