Licensed Financial Services Associate - Full Time - 5 Month Contract

Job Category: Retail

Requisition Number: FINAN007506

- Posted : August 6, 2026
- Full-Time
- On-site

Locations

Showing 1 location

Lake Street
St Catharines, ON L2N 4H6, CAN

Description

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 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, offering the right information, and motivating 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 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. In this role 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. While actively positioning Meridian’s products and services to add value to our Members financial well‑being.

With your growth mindset you are adaptive, resilient, resourceful and creative. Seeking and receptive to feedback to continuously improve and learning from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion. As you take initiative and accountability you are joining a team that provides autonomy to get things done and will be accountable for a variety of support functions within the branch.

Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.

The Financial Services Advisor will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.

In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team-based business results. This role is expected to proactively engage in revenue generating and sales-based activities, foster and deepen Member relationships and refer business to other channels.

What you’ll do:

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.

- 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 Valuable 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.
- 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
- 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

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📌 Licensed Financial Services Associate - Full Time - 5 Month Contract (Canada)
🏢 Meridian Credit Union
📍 Canada