Join Meridian as a full-time Financial Services Associate in Burlington, Ontario, where you will leverage your financial skills to deliver exemplary member service and advice. This role emphasizes understanding and meeting complex member needs effectively.
In this position, you will act as a trusted advisor to members, providing tailored financial solutions and insights that align with their goals. Collaborating with internal partners, you will contribute to the holistic financial growth of our members while striving to exceed individual and team goals. Your proactive approach in identifying opportunities for Meridian products will enhance member engagement and relationships.
Key Responsibilities:
• Deliver personalized financial advice to members
• Facilitate sales-based activities to boost revenue




• Foster relationships with members and identify their needs
• Engage with team members to achieve strategic goals
• Participate in community engagement and outreach initiatives
Requirements:
• Solid background in financial services
• Excellent relationship-building skills
• Experience with credit and investment advice
• Ability to work on-site in Burlington
• Growth mindset and willingness to learn
Become a key contributor to enhancing member experience through personalized financial advice at Meridian in Burlington.
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📌 Client-Focused Financial Services Advisor (Burlington)
🏢 Meridian Credit Union
📍 Burlington