Meridian Credit Union Ltd
Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)
Job Description
Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)
Job Category: Retail
Requisition Number: FINAN
Posted: April 29, 2026
Employment Type: Full-Time
Location: 2238 Bloor Street West, Toronto, Ontario, M6S 1N6 (On-site)
Responsibilities
Member Experience
- Understand how Meridian’s products and services can add value to our Members
- Provide investment advice by identifying and promoting solutions that meet Member needs
- Provide recommendations on credit products based on accurate underwriting skills
- Engage in revenue generation and sales-based activities to achieve performance objectives; build external centres of influence
- Use tools to proactively identify opportunities with all Members to deepen relationships and provide flawless service experiences ...