Investment Financial Services Representative (Toronto)

Investment Financial Services Representative (Toronto)

06 Sep
|
Meridian Credit Union
|
Toronto

06 Sep

Meridian Credit Union

Toronto

Take on an impactful role with Meridian as a Financial Advisor in Guelph. Your expertise will guide Members in achieving their financial goals through customized solutions and advice. This senior Financial Services Associate role is vital for understanding Member needs and driving revenue through responsible solutions. You'll be tasked with building lasting relationships, managing recent account openings, and providing essential investment advice within compliance guidelines. Key Responsibilities:

- Assess Member financial goals and recommend products
- Handle credit approval processes within set limits
- Open new accounts focusing on strategic outreach
- Drive revenue through effective sales initiatives
- Cultivate strong Member relationships for deeper engagement Requirements:
- Strong understanding of financial services and products
- Exceptional negotiation and consultative abilities
- Experience in sales-driven revenue and relationship management
- Flexibility with working hours, including evenings
- Deep commitment to enhancing Member experiences Leverage your financial skills at Meridian while enriching the lives of Members in the Guelph area.

📌 Investment Financial Services Representative (Toronto)
🏢 Meridian Credit Union
📍 Toronto

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