Why Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Our Retail Banking PracticeOur vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members. We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice‑based banking while providing tools that reduce complexity, offer the right information, and motivate our Members to reach their overall financial goals. Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.As Financial Services AssociateYou will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. As a senior member of the branch sales team, your primary responsibilities are to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit those needs, including large or more complex credit and investment advice. You will also be responsible for meeting and exceeding specific individual and team‑based business goals and for managing Member portfolios to build genuine relationships.What you’ll do:Member ExperienceUnderstand how Meridian’s products and services can add value to our MembersProvide investment advice by identifying and promoting solutions that meet Member needsProvide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skillsEngage in revenue‑generation and sales‑based activities to achieve performance objectives; build external centres of influence to optimise sales and service resultsUse provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiencesEmbrace virtual technology platforms and use them to host meetings and engage in impactful communication with MembersMaintain discretion and confidentiality to respect Member privacyEmployee ExperienceAct as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross‑functional departments, while ensuring achievement of Retail Experience goalsDemonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplaceContinue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement resultsActively participate and support the leadership team in the planning process, assisting with implementation and providing feedbackStep in as a leader while the Branch Manager is away, and continuously act as a role model on the teamCommunity ExperiencePromote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company ValuesSupport local community organisations and activities through Business Development and Valuable Neighbour Program, planning, preparing and delivering Meridian‑hosted Community eventsWhat you can bring to Meridian:Recent University graduates with a 4‑year degree in Business or EconomicsStrong business and financial industry knowledge, with a desire for career growth within the financial services industryAt minimum, MFDA licensing is required for most rolesFlexible to work all scheduled hours which include some evenings and SaturdaysProven understanding of computer systems and programs, including Microsoft Office and OutlookStrong negotiation, interpersonal, written, and oral communication skills, including coaching and leadership skillsEffective organisational time management and problem‑solving skillsComfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy,



and the Member experienceSalary Range:CAD $52,000 – $78,000 annuallyYour recruiter will share more information about our total rewards package during the hiring process.Location:3051 Walkers Line, Units 3&4, Burlington, ON L7M 0W3Build the Future of Banking with UsEmbedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools such as Microsoft Copilot is considered an asset.Critical Thinking – The ability to analyse, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.Data‑Driven – Leverage data and insights to identify, prioritise and improve member experience and business efficiency.Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, asking more questions, exploring more options, continuously learning and growing.What's in it for you?Paid vacation time, and other time offEmployer‑paid health benefitsDefined contribution pension matchingFinancial benefits including free banking and special rates on mortgages, lines of credit and moreTuition reimbursement programmeUnique rewards and recognition programmeMeridian is an equal chance employer. Qualified applicants will receive consideration without regard to race, colour, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.#J-18808-Ljbffr

📌 Financial Services Associate - Licensed - Full Time - C$52,000 - C$78,000 A Year (Toronto)
🏢 Meridian
📍 Toronto