Meridian Credit Union
Financial Advisor at Meridian Guelph Branches
Job Description
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...
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...