Licensed Financial Services Advisor Position

Location: Beamsville

Join Meridian in Beamsville as a Licensed Financial Services Advisor and play a pivotal role in helping members achieve financial health. Provide tailored advice on credit and investment solutions.

In this full-time role, you will be a vital part of the leadership team, focusing on member needs and promoting financial products that enhance well-being. Duties include managing portfolios, achieving sales targets, and delivering high-quality service. Your proactive approach will help build trust and loyalty among members.

Key Responsibilities:

• Assess and meet members' financial requirements

• Provide targeted investment and credit advice

• Achieve sales and performance targets

• Develop strong member relationships

• Promote Meridian’s value-driven services

Requirements:

• Post-secondary education or 3+ years in financial roles

• Must hold MFDA licensing

• Strong interpersonal and organizational skills

• Flexible to work evenings and weekends

• Proven sales experience in financial services

Deliver outstanding financial services and support member success with your expertise at Meridian.
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