Take on an impactful role with Meridian as a Financial Advisor in Guelph. Your expertise will guide Members in achieving their financial goals through customized solutions and advice.
This senior Financial Services Associate role is vital for understanding Member needs and driving revenue through responsible solutions. You'll be tasked with building lasting relationships, managing new account openings, and providing essential investment advice within compliance guidelines.
Key Responsibilities:
- Assess Member financial goals and recommend products
- Handle credit approval processes within set limits
- Open new accounts focusing on strategic outreach
- Drive revenue through effective sales initiatives
- Cultivate strong Member relationships for deeper engagement
Requirements:
- Strong understanding of financial services and products
- Exceptional negotiation and consultative abilities
- Experience in sales-driven revenue and relationship management
- Flexibility with working hours, including evenings
- Deep commitment to enhancing Member experiences
Leverage your financial skills at Meridian while enriching the lives of Members in the Guelph area.
Financial Advisor at Meridian Guelph Branches in Toronto 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.
