Provide expert financial advice as a licensed Financial Services Associate. Focus on understanding client needs and delivering tailored credit and investment solutions to enhance their financial well-being.
This role plays a crucial part in the branch sales team. You will build lasting relationships with Members while meeting individual and team business goals. Key skills include investment advising, understanding of credit products, and leveraging technology to enhance the Member experience.
Key Responsibilities:
• Understand Members' financial needs and provide tailored advice
• Offer credit recommendations through skilled interviewing
• Engage in sales activities to meet performance objectives
• Utilize virtual tools for impactful client interactions
• Maintain confidentiality while managing Member portfolios
Requirements:
• Recent University degree in Business or Economics
• Minimum MFDA licensing required
• Solid financial industry knowledge desired
• Proven Microsoft Office and Outlook skills
• Excellent communication and negotiation abilities
Drive financial growth by providing exceptional advice and support, enhancing both Member relationships and their financial outcomes.
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Apply on Kit Job: kitjob.ca/job/2fsa1d
📌 Licensed Financial Services Professional (Toronto)
🏢 Meridian Credit Union
📍 Toronto
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