Financial Services Representative

Financial Services Representative — Full Time - 6 Month Contract

Posted:
July 10, 2026

Full-Time

On-site

Location:

Cabbagetown, Toronto, ON M4X 1P2, CAN

As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are 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 advice and recommendations. You will complete front‑line transactional services to support our Members’ day‑to‑day banking, and have the opportunity to grow by fulfilling advisory sales roles such as opening new accounts, offering credit, identifying opportunities for wealth referrals, and positioning Meridian’s products and services to add value to our Members’ financial wellbeing.

Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.

In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team‑based business results. This role is expected to proactively engage in revenue‑generating and sales‑based activities, foster and deepen Member relationships, and refer business to other channels.

• Strong desire for career growth within the financial services industry.
• Strong business acumen and financial industry knowledge.
• Flexible to work all scheduled hours which include evenings and weekends.
• Strong knowledge of computer systems.
• Ability to make decisions, act decisively and provide friendly and personable service.
• Strong negotiation, interpersonal, written and oral communications skills. Must be able to mitigate and resolve Member Concerns.
• Effective organizational time management and problem‑solving skills; ability to grasp concepts and processes quickly; demonstrated ability to partner and influence.
• Embraces virtual technology platforms for use in both Member and Meridian partner meetings.
• Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.
• Proven track record of bringing new ideas forward, while staying on top of trends in the marketplace.
• Member Experience focused, with the enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions.
• Member Focus – personally demonstrating that our Members are our highest priority.
• Proactive – seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
• Open Communication – engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
• Business Savvy – continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
• Partner Orientation – initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
• Integrity – doing the right thing by always acting with openness, honesty and respect.
• Talent Developer – nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports.
• Creates a supportive and positive team environment – encourages innovation, risk‑taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team.
• Post‑secondary education or equivalent work experience in a financial services sales environment an asset.

Salary Range: CAD $50,000 to $58,000 annually

Compensation for this role 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.

Join us! This role is in office at 486 Parliament Street, Toronto, ON M4X 1P2.

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