Financial Services Associate - Full Time

Job Category: Retail

Requisition Number: FINAN006888

- Full-Time

Locations

Showing 1 location

Description

As a senior member of the branch sales/leadership team, the primary responsibilities include understanding the financial needs of our Members, providing appropriate advice and recommendations, offering complex credit and investment advice, proactively identifying opportunities for Meridian products/services, and meeting individual and team business goals. The role requires managing Member portfolios, building relationships, and positioning Meridian products to enhance Member financial well‑being.

What you’ll do:

Employee Experience

- Part of an engaged team aligned to key business drivers and delivering outcomes.
- Highly engaged, empathetic, and respectful of colleagues.
- Collaborates across branches and corporate to achieve strategic objectives.
- Develops measurable goals with managers and supports implementation.
- Advocates for the branch, promotes growth mindset, and builds internal relationships.
- Leads branch activities to expand Member relationships and grow share of wallet.

Member Experience

- Delivers exceptional Member service and continuous improvement.
- Provides investment advice and credit recommendations within approval limits.
- Engages in revenue generation and sales activities to meet performance objectives.
- Opens new Member accounts using account opening strategies.
- Maintains knowledge of economic and market conditions.
- Builds external centers of influence to optimize sales.
- Uses Meridian tools and virtual platforms to deepen relationships.
- Seeks referrals to Retail Wealth, Small Business, and Commercial partners.
- Resolves issues at first contact, escalates complex concerns appropriately.
- Manages daily work within compliance, audit, policy, and procedure.




- Champions corporate strategies and programs for the branch.

Community Experience

- Participates in the Community engagement plan, promoting Meridian in local events.
- Sponsors local community organizations through Business Development and Positive Neighbour Program.

What you can bring to Meridian:

Knowledge, Skills, and Abilities

- Strong desire for career growth within financial services.
- Business acumen and financial industry knowledge.
- Excellent organizational and Member service skills.
- Proficiency with computer systems.
- Flexibility to work scheduled hours, including evenings and weekends.
- Decision‑making and personable service.
- Negotiation, interpersonal, written, and oral communication skills.
- Problem‑solving and time‑management abilities.
- Virtual technology platform proficiency.
- Collaborative partnership and plan development.
- Innovation and market trend awareness.
- Member‑centric mindset and drive to exceed goals.
- Integrity, openness, honesty, and respect.
- Talent development and supportive team leadership.

Education, Work Experience, and Professional Designations/Certifications

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

Salary Range

CAD $52,000 – $78,000 annually.

Location

This role is in office at 450 Garrison Rd. Unit 14 Fort Erie, ON L2A 1N2.

Benefits

- Paid vacation time and other time off.
- Financial benefits including free banking and special rates on mortgages, lines of credit, and more.
- Unique rewards and recognition program.

Equal Employment Opportunity

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. Individuals with disabilities will be provided reasonable accommodation.

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