Meridian Credit Union Ltd
Financial Services Advisor at Meridian
Job Description
Join Meridian in Guelph, Ontario, as a Full-Time Financial Services Advisor. This role engages you in providing exceptional financial advice tailored to our Members’ needs, in a collaborative environment.
In this influential position, you will assess various financial needs, offering expert investment and credit solutions to Members. Your proactive approach to sales will drive business results and deepen relationships. Meridian values a supportive workplace that fosters growth and teamwork.
Key Responsibilities:
• Deliver tailored financial advice to Members
• Approve credit products within limits
• Foster strong relationships with Member Experience teams
• Build and maintain a network of external relationships
• Advocate for community engagement programs
Requirements:
• 3+ years in a financial services role
• Must possess MFDA certification
• Excellent organizational and interpersonal skills
•...
In this influential position, you will assess various financial needs, offering expert investment and credit solutions to Members. Your proactive approach to sales will drive business results and deepen relationships. Meridian values a supportive workplace that fosters growth and teamwork.
Key Responsibilities:
• Deliver tailored financial advice to Members
• Approve credit products within limits
• Foster strong relationships with Member Experience teams
• Build and maintain a network of external relationships
• Advocate for community engagement programs
Requirements:
• 3+ years in a financial services role
• Must possess MFDA certification
• Excellent organizational and interpersonal skills
•...