Financial Services Associate

As a senior member of the branch sales/leadership team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services.

The Financial Services Advisor will be responsible for meeting and exceeding specific individual and team‑based business goals. While providing the right financial solutions, the incumbent will manage Member portfolios to genuinely build and develop relationships with Members.

Employee Experience

- Part of an engaged team that is aligned to key business drivers and delivering on outcomes.
- Is Highly Engaged
- Demonstrates empathy with colleagues
- Communicates thoughts and ideas openly
- Respects others and their opinions/ideas
- Values diversity of thought and promotes inclusion
- Be a highly engaged team player working co‑operatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners.
- Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
- Actively participate and support the team in the planning process, assisting with implementation and providing feedback.
- Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
- Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.
- Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross‑functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals.
- Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program.

Member Experience

- Delivers an exceptional Member experience and offers insights to continually grow our Member Experience.
- Serves Members with excellence
- Demonstrates patience in difficult situations
- Shows empathy to Members’ perspectives
- Understands how Meridian’s products and services can add value to our Members
- Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.
- Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
- Engage in revenue generation and sales based activities in order to achieve performance objectives.
- Open new Member accounts using account opening strategies
- Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions




- Build external centres of influence to optimize sales and service results
- Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
- Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members
- Through sales excellence earn the right to ask for business and drive new referrals
- To appropriate partners in Retail Wealth, Small Business and Commercial
- Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
- Balance and process daily work in accordance to standard compliance, audit, policies and procedures
- Works with the Branch leadership team, to champion and implement corporate strategies and programs for the branch.
- Maintain discretion and confidentiality to respect Members privacy.
- Demonstrates excellent listening and strong consultative skills.
- Removes systemic barriers to exceptional Member Experience.
- Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee.

Innovation

- Establishing a compelling vision and executes on strategy.
- Takes initiative and accountability – knows what needs to get done
- Communicates effectively
- Knows the business and their function deeply
- Understands their role in the organization
- Develops cross functional relationships
- Working with the Branch leadership, execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.
- Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.
- Participating in the development and implementation of branch business plans.

Community Experience

- Participate and execute with the team our Community engagement plan
- Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
- Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.

What you can bring to Meridian

Knowledge, Skills, And Abilities

- Strong desire for career growth within the financial services industry
- Strong business acumen and financial industry knowledge
- Excellent organizational and Member service skills
- Strong knowledge of computer systems.
- Flexible to work all scheduled hours which include evenings and weekends
- Ability to make decisions, act decisively and provide friendly and personable service.
- Strong negotiation,



interpersonal, written and oral communications skills. Must be able to mitigate and resolve Member Concerns
- Effective organizational time management, and problem‑solving skills; ability to grasp concepts and processes quickly; demonstrated ability to partner and influence.
- Embrace virtual technology platforms for use in both Member and Meridian partner meetings
- Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.
- Proven track record of bringing new ideas forward, while staying on top of trends in the marketplace
- Member Experience focused, with the enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions.
- Member Focus - Personally demonstrating that our Members are our highest priority.
- Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
- Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
- Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
- Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
- Integrity - Doing the right thing by always acting with openness, honesty and respect.
- Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports
- Creates a Supportive and Positive Team Setting: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

Education, Work Experience, and Skilled Designations/Certifications

- Post‑secondary education and at least 3 years of equivalent work experience in a financial services sales setting with a proven track record in sales
- At minimum MFDA licensing is required

Salary Range: CAD 60,000 – $69,000 annually

Location: 1187 Barton Street East, Hamilton, ON L8H 2V4 (In‑office)

What's in it for you?

- Paid vacation time, and other time off
- Employer‑paid health benefits
- Defined contribution pension matching
- Financial benefits including free banking, and special rates on mortgages, lines of credits and more
- Tuition reimbursement program
- Unique rewards and recognition program

Equal Employment Opportunity Statement

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression or disability. We will provide reasonable accommodation to individuals with disabilities for all phases of the application, interview, and employment process.

#J-18808-Ljbffr

📌 Financial Services Associate - Full Time (Canada)
🏢 Meridian Credit Union
📍 Canada