Consultant(E) Finance F/H (Toronto)

Consultant(E) Finance F/H (Toronto)

08 Sep
|
Meridian Credit Union
|
Toronto

08 Sep

Meridian Credit Union

Toronto

Join our team at Meridian as a Financial Services Representative in Wellington West, Toronto. Provide exceptional Member experiences and empower financial growth through insightful advice.This full-time, on-site position requires you to be deeply engaged in understanding and addressing the financial needs of our Members. You will play a key role in executing advisory sales, managing transactions, and fostering collaborations with Wealth and Small Business teams to maximize Member value and satisfaction.Key Responsibilities:Assess Member financial needs and offer relevant solutionsHandle daily banking transactions and servicesActively create sales leads and promote additional productsEngage with various teams to enhance service deliveryContribute to a team workplace that values collaborationRequirements:Post-secondary education or sales experience preferredKnowledge of financial services and sales practicesStrong interpersonal and communication skillsAbility to utilize technology for improved servicesFlexibility to accommodate varying work hoursSupport our Members' financial well-being with personalized service and advice at Meridian.

📌 Consultant(E) Finance F/H (Toronto)
🏢 Meridian Credit Union
📍 Toronto

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