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:
Robust background in financial services
Excellent relationship-building skills
Experience with credit and investment advice
Ability to work in office in Burlington
Growth mindset and willingness to learn Become a key contributor to enhancing member experience through personalized financial advice at Meridian in Burlington.

📌 Client Focused Financial Services Advisor Burlington
🏢 Meridian Credit Union
📍 Burlington