Financial Services Representative

Financial Services Representative - Full Time

Join to apply for the Financial Services Representative - Full Time role at Meridian Credit Union
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At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

You will be joining a team of highly engaged financial service professionals dedicated to providing an exceptional Member Experience. In this role, your primary responsibilities will be to understand the financial needs of our Members and provide the appropriate solutions, including front‑line transactional services and advisory sales such as opening new accounts, offering credit, and identifying wealth referral opportunities.

• Identify and fulfill Member account requests while spotting opportunities to grow the relationship through referrals.
• Provide Members with advice on designated investment and credit products by promoting solutions that fit their needs.
• Maintain discretion and confidentiality to respect Members’ privacy.
• Resolve Member concerns autonomously and build action plans to prevent future issues.
• Participate in branch activities to expand Member relationships and support our Digital Ambassador Program.

• Act as an engaged teammate and trusted partner, cultivating relationships within Member Experience teams and across departments to achieve Retail Experience goals.
• Communicate openly, promote inclusivity, and foster a sense of belonging in the workplace.
• Continue individual learning and development to align with Meridian values and deliver on employee engagement plans.

• Promote Meridian in the community by participating in activities and events, demonstrating our values.
• Support local organizations and community activities through the Business Development and Good Neighbour Program.

• Strong desire for career growth within financial services with acquired business and financial industry knowledge.
• Post‑secondary education plus previous work experience in a customer‑service sales environment or financial services sales is an asset.
• Flexibility to work all scheduled hours, including evenings and Saturdays.
• Proven understanding of computer systems and programs, including Microsoft Office and Outlook.
• Strong negotiation, interpersonal, written, and oral communication skills.
• Effective organization, time management, and problem‑solving skills.

Salary Range: CAD 41,400 to 62,200 annually. Compensation is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

• Paid vacation time and other time off.
• Employer‑paid health benefits.
• Defined contribution pension matching.
• Financial benefits including free banking and special rates on mortgages, lines of credit, and more.
• Tuition reimbursement program.
• Unique rewards and recognition program.

Meridian is Ontario’s largest credit union and second largest in Canada, serving more than 360,000 Members. With over 75 years of banking history, we operate 89 retail branches and 15 Business Banking Centers across Ontario and manage $30 B in assets. Our aim is to build on our momentum by delivering innovative offerings and investing in the communities we serve.

Meridian is committed to promoting an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and members.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will provide reasonable accommodation for individuals with disabilities throughout the application process.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview. Thank you for your interest in Meridian Credit Union.

This role is in‑office, located at 458 Yonge Street, Toronto, ON M4Y 1W9.