Role Summary
The Financial Services Associate is a senior member of the branch sales and leadership team. The role focuses on understanding Member financial needs, providing tailored advice, recommending Meridian products, and driving revenue through responsible credit and investment solutions.
Responsibilities
- Identify and analyze Members’ financial goals and recommend appropriate products and services.
- Provide investment advice and complete credit approvals within policy limits.
- Open new Member accounts using targeted strategies.
- Generate sales and revenue through cross‑sell initiatives.
- Build and maintain strong Member relationships and deepen engagement.
- Contribute to branch planning, execute strategic initiatives, and support business goals.
- Adopt virtual technologies to conduct remote meetings and enhance service.
- Maintain compliance with all policies, audit, and regulatory requirements.
Qualifications
- Strong business acumen and sound knowledge of financial products.
- Excellent communication, negotiation, and consultative skills.
- Experience in sales‑generated revenue and client relationship management.
- Ability to work flexible hours, including evenings and weekends.
- Strong customer‑service orientation and passion for Member experience.
- Proactive, self‑motivated, and able to work collaboratively.
- Commitment to continuous improvement and learning.
Benefits & Compensation
- Salary range: CAD $52,000 – $78,000 annually.
- Certified Living Wage Employer with a competitive benefits package.
- Paid vacation, employer‑paid health benefits, pension matching.
- Financial benefits including complimentary banking, special mortgage and credit rates.
- Tuition reimbursement and recognition programs.
Location
Guelph – Branches include Stone Square, Speedvale, and Clair & Gordon. Specify preferred location during screening.
Equal Opportunity Employer
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, or disability. Reasonable accommodations will be provided.
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Join Our Talent Community! Financial Services Associate - Guelph Retail 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.
