At a Glance
- Tasks: Help Members transform their financial futures with tailored solutions and proactive engagement.
- Company: Join Meridian, a leader in financial services with a focus on Member success.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Be part of a dynamic team dedicated to building brighter financial futures.
- Why this job: Make a real impact by providing valuable financial advice and driving team success.
- Qualifications: 3+ years in financial services, MFDA licensing, and strong communication skills.
The predicted salary is between 49500 - 60500 $ per year.
Step into the role of Financial Services Associate with Meridian in Guelph, ON, and help transform our Members' financial futures.
This full-time position emphasizes Member-centric financial solutions and proactive engagement.
As a key part of the branch leadership team, you will assess Members' financial needs and deliver solutions that foster growth.
You will not only provide credit and investment advice but also engage in sales initiatives to drive both personal and team objectives.
Collaborating with various specialties within the organization will be essential in providing holistic financial advice.
Key Responsibilities
- Understand and address complex financial needs of Members
- Facilitate investment advice and credit approvals
- Drive revenue through sales-based engagement
- Cultivate relationships with internal teams
- Ensure compliance with all regulatory standards
Requirements
- Minimum of 3 years in a financial services role
- MFDA licensing is mandatory
- Excellent communication and negotiation skills
- Willingness to work flexible hours, including evenings
- Strong history of achieving sales goals
Join Meridian in building a brighter financial future for our Members in Guelph.
Guelph Financial Services Associate Role employer: Meridian Credit Union
At Meridian, we pride ourselves on being an exceptional employer that prioritizes our Members and communities. Our inclusive and collaborative work culture fosters creativity and innovation, while our commitment to employee growth ensures that you will have the tools and support needed to thrive in your role as Director of Commercial Services. With hybrid work arrangements and a focus on meaningful relationships, you'll find a rewarding environment where your contributions truly make a difference.
