Meridian Credit Union
Financial Services Advisor at Meridian
Job Description
Elevate member experiences as a Financial Services Advisor at Meridian Credit Union in Guelph, Ontario. Help members with financial advice and navigate investments while promoting quality services.
This full-time position requires a proactive individual with at least three years of sales experience in financial services. You will build long-term relationships with members, understand their financial needs, and provide sound advice on credit and investments. Collaborate with branch leadership to drive member growth and achieve team goals.
Key Responsibilities:
• Address and meet members' financial needs with advice
• Promote Meridian products, managing member portfolios
• Engage in sales activities like opening new accounts
• Ensure compliance and resolve issues efficiently
• Lead community engagement and local marketing efforts
Requirements:
• Post-secondary education and 3 years in financial sales
• MFDA licensing is mandatory
• Strong financial acumen...
This full-time position requires a proactive individual with at least three years of sales experience in financial services. You will build long-term relationships with members, understand their financial needs, and provide sound advice on credit and investments. Collaborate with branch leadership to drive member growth and achieve team goals.
Key Responsibilities:
• Address and meet members' financial needs with advice
• Promote Meridian products, managing member portfolios
• Engage in sales activities like opening new accounts
• Ensure compliance and resolve issues efficiently
• Lead community engagement and local marketing efforts
Requirements:
• Post-secondary education and 3 years in financial sales
• MFDA licensing is mandatory
• Strong financial acumen...