Guelph Financial Services Associate Role

Guelph Financial Services Associate Role

20 Sep
|
Meridian Credit Union
|
Guelph

20 Sep

Meridian Credit Union

Guelph

Step into the role of Financial Services Associate with Meridian in Guelph, ON, and help transform our Members' financial futures. This full time position emphasizes Member-centric financial solutions and proactive engagement. As a key part of the branch leadership team, you will assess Members' financial needs and deliver solutions that foster growth.

You will not only provide credit and investment advice but also engage in sales initiatives to drive both personal and team objectives. Collaborating with various specialties within the organization will be essential in providing holistic financial advice. Key Responsibilities:

- Understand and address complex financial needs of Members
- Facilitate investment advice and credit approvals
- Drive revenue through sales-based engagement
- Cultivate relationships with internal teams
- Ensure compliance with all regulatory standards Requirements:
- Minimum of 3 years in a financial services role
- MFDA licensing is mandatory
- Excellent communication and negotiation skills
- Willingness to work flexible hours, including evenings
- Strong history of achieving sales goals Join Meridian in building a brighter financial future for our Members in Guelph.

📌 Guelph Financial Services Associate Role
🏢 Meridian Credit Union
📍 Guelph

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: guelph financial services associate role / guelph