Role OverviewAs a Financial Services Representative, you will join a highly engaged team dedicated to delivering exceptional Member Experience. In this role you will understand members’ financial needs and provide appropriate advice and recommendations, ranging from front‑line transactional services to advisory sales such as opening new accounts, offering credit, deposits, and identifying opportunities for wealth referrals.Key ResponsibilitiesUnderstand members’ financial needs and provide targeted advice and product recommendations.Execute front‑line transactional services to support members’ day‑to‑day banking.Generate revenue by fulfilling advisory sales roles, including opening accounts, offering credit and deposit products, and positioning Meridian’s products to enhance members’ financial well‑being.Actively engage in revenue‑generating and sales‑based activities, deepen member relationships, and refer opportunities to other channels.Meet and exceed individual goals and contribute to team‑based business results.Collaborate with internal partners (Wealth, Small Business, Mobile Mortgage Specialists) to align financial strategies and deliver member‑centric products.Qualifications / How you will succeedStrong desire for career growth within the financial services industry.Strong business acumen and financial industry knowledge.Flexibility to work scheduled hours, including evenings and weekends.Strong computer and system proficiency.Decisive decision‑making ability and friendly,



personable service orientation.Strong negotiation, interpersonal, written, and oral communication skills, with the ability to mitigate and resolve member concerns.Effective organizational, time‑management, and problem‑solving skills; ability to grasp concepts and processes quickly.Ability to collaborate with leadership to develop plans and recommendations supporting strategic objectives.Proven track record of bringing new ideas forward and staying on top of marketplace trends.Member‑experience focused, with enthusiasm and tenacity to meet and exceed goals.Proactive initiative, open communication, business savvy, integrity, and partnership orientation.Post‑secondary education or equivalent work experience in a financial‑services sales workplace is an asset.SalaryCAD 47,775 to 62,200 annually.BenefitsPaid vacation time and other time off.Employer‑paid health benefits.Defined‑contribution pension matching.Financial benefits including free banking and special rates on mortgages, lines of credit, and more.Tuition reimbursement program.Rewards and recognition program.Equal Opportunity EmployerQualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will provide reasonable accommodation to individuals with disabilities. Only selected applicants will be contacted for interview.#J-18808-Ljbffr

📌 Financial Services Representative - Full Time - C$47,775 - C$62,200 A Year (Winnipeg)
🏢 Meridian
📍 Winnipeg