Talent Community! Financial Services Associate - Retail Branches

Join Our Talent Community – Financial Services Associate, Retail Branches at Meridian Credit Union

1 day ago – Be among the first 25 applicants.

Meridian is dedicated to integrating our purpose into everything we do for people, the planet, and communities. We aim to create opportunity and meet people where they are.

Our Retail Banking Practice
We are recognized as the financial institution that has the most local impact, supported by a purposeful value proposition. Our team delivers advice‑based banking while providing tools that reduce complexity, offer the right information, and motivate members to reach their financial goals. We work alongside Wealth, Small Business, and Mobile Mortgage Specialists to support our members’ holistic financial growth.

As a Senior Financial Services Associate
You will join a team of highly engaged professionals dedicated to providing an exceptional Member Experience. Your primary responsibilities will involve understanding members’ financial needs, offering appropriate advice and recommendations, and managing member portfolios to build long‑term relationships. You will also be accountable for meeting and exceeding specific individual and team‑based business goals.

• Understand how Meridian’s products and services add value to our members.
• Provide investment advice by identifying and promoting solutions that meet member needs.
• Recommend credit products based on accurate underwriting skills.
• Engage in revenue generation and sales activities to achieve performance objectives and build external centres of influence.
• Use tools to proactively identify and promote opportunities with all members for deeper relationships and flawless service experiences.
• Leverage virtual technology platforms to host meetings and engage members through impactful communication.
• Maintain discretion and confidentiality to respect member privacy.

• Build and cultivate internal relationships within the Member Experience teams and cross‑functional departments.
• Communicate openly, promote inclusivity, and foster belonging.
• Engage in individual learning and development aligned with Meridian values.
• Participate in the leadership team’s planning process and provide feedback.
• Act as a leader and role model when the Branch Manager is away.

• Promote Meridian Credit Union in your community by engaging in community activities or events while demonstrating Company Values.
• Support local community organizations through Business Development and Good Neighbour Program activities.

• Post‑secondary education with at least 3 years of equivalent experience in a financial services environment and a consistent track record in sales.
• Strong business and financial industry knowledge with a desire for career growth within the sector.
• MFDA licensing is required for most roles.
• Flexibility to work all scheduled hours, including evenings and Saturdays.
• Proficiency with computer systems and programs, including Microsoft Office and Outlook.
• Strong negotiation, interpersonal, written, and oral communication skills, including coaching and leadership abilities.
• Effective organizational, time‑management, and problem‑solving skills.

Salary Range – CAD $52,000 – $78,000 annually. Compensation depends on skills, experience, and internal equity. Higher placement may apply within the range. Recruiters will discuss further details during the hiring process.

Come Join Us – We have numerous branches across Ontario. Please mention your preferred branch location in ensuing screening questions.

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies. Experience with low/no code tools like the Microsoft Power Platform and generative AI tools such as Microsoft Copilot is considered an asset.
• Critical Thinking – Ability to analyze, evaluate, and interpret information from various sources and apply logic and problem solving to make decisions.
• Data‑Driven – Leverage data and insights to identify, prioritize, and improve member experience and business efficiency.
• Curiosity &…