Licensed Financial Services Associate - Full TimeJob Category:RetailRequisition Number:LICEN007321LocationsLake Street, 531 Lake St, St Catharines, ON L2N 4H6, CANResponsibilitiesEmployee ExperiencePart of an engaged team that is aligned to key business drivers and delivering on outcomes.Is Highly EngagedDemonstrates empathy with colleaguesCommunicates thoughts and ideas openlyRespects others and their opinions/ideasValues diversity of thought and promotes inclusionBe a highly engaged team player working co-operatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners.Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for MeridianActively participate and support the team in the planning process, assisting with implementation and providing feedback.Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross-functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals.Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador ProgramMember ExperienceDelivers an exceptional Member experience and offers insights to continually grow our Member Experience.Serves Members with excellenceDemonstrates patience in difficult situationsShows empathy to Members’ perspectivesUnderstands how Meridian’s products and services can add value to our MembersProvide investment advice by identifying and promoting solutions that fit and meet our Member needs.Within approval limits approve or provide recommendations on credit products based on thorough,



accurate and appropriate credit interviewing and underwriting skillsEngage in revenue generation and sales based activities in order to achieve performance objectives.Open new Member accounts using account opening strategiesHold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditionsBuild external centres of influence to optimize sales and service resultsUse Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiencesEmbrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with MembersThrough sales excellence earn the right to ask for business and drive new referralsTo appropriate partners in Retail Wealth, Small Business and CommercialResolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staffBalance and process daily work in accordance to standard compliance, audit, policies and proceduresWorks with the Branch leadership team, to champion and implement corporate strategies and programs for the branch.Maintain discretion and confidentiality to respect Members privacy.Demonstrates excellent listening and strong consultative skills.Removes systemic barriers to exceptional Member Experience.Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee.Establishing a compelling vision and executes on strategy.Takes initiative and accountability – knows what needs to get doneCommunicates effectivelyKnows the business and their function deeplyUnderstands their role in the organizationDevelops cross functional relationshipsWorking with the Branch leadership, execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.Works with the Branch leadership,



to champion and implement corporate strategies and programs for the branch.Participating in the development and implementation of branch business plans.Community ExperienceParticipate and execute with the team our Community engagement plan.Promote 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 Valuable Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.QualificationsRecent University graduates with 4 year degree in Business or Economics.Strong 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 communications skills, including coaching and leadership skillsEffective organizational time management, and problem-solving skillsComfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experienceBenefitsPaid vacation time, and other time offFinancial benefits including free banking, and special rates on mortgages, lines of credits and moreUnique rewards and recognition programSalary RangeCAD $52,000 – $78,000 annuallyEEO & Accessibility StatementQualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Additional InformationThis role represents an existing vacancy. Internal candidates are being considered as part of our standard process.#J-18808-Ljbffr

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