Branch Sales Financial Services Associate

Position: Branch Sales Financial Services Associate Role
Location: Beamsville

Make an impact as a Branch Sales Financial Services Associate with Meridian in Beamsville, Ontario. Leverage your financial expertise to provide tailored advice and cultivate member relationships.

This senior role involves partnering with various internal teams to enhance member experiences and drive revenue growth through comprehensive financial solutions. You will proactively manage member portfolios, resolve concerns, and support community engagement strategies while meeting business goals.

Key Responsibilities:

• Provide tailored investment and credit advice

• Promote Meridian products to diversify member portfolios

• Manage and enhance member relationships

• Facilitate digital and community engagement initiatives

• Ensure compliance with regulatory requirements

Requirements:

• 3+ years in financial services sales

• MFDA license required or willing to obtain

• Strong organizational and communication skills

• Experience in credit underwriting preferred

• Must be available for flexible scheduling, including weekends

Leverage your sales expertise and relationship-building skills to support Meridian's mission of financial well-being.
#J-18808-Ljbffr