Financial Services AssociateAs a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations. This includes offering large or more complex credit and investment advice, meeting and exceeding specific individual and team‑based business goals, and managing Member portfolios to genuinely build relationships.What You’ll DoMember ExperienceUnderstand how Meridian’s products and services can add value to our MembersProvide investment advice by identifying and promoting solutions that meet Member needsRecommend 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 optimize 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 toward others in the workplaceContinuously learn and develop 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 when 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 organizations and activities through Business Development and Good Neighbour Program, including planning, preparation and delivery of Meridian‑hosted Community eventsWhat you can bring to MeridianRecent 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 organizational time‑management and problem‑solving skillsComfortable 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 annuallyBenefitsPaid vacation time, and other time offEmployer‑paid health benefitsDefined contribution pension matchingFinancial perks including free banking, and special rates on mortgages, lines of credits and moreTuition reimbursement programUnique rewards and recognition programLocation: 370 Stone Road W, Guelph ON, N1G 4V9.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.#J-18808-Ljbffr

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