Elevate your career as a Senior Financial Services Associate with Meridian in Waterloo, Ontario. This in-office role focuses on delivering advice-based banking, managing Member portfolios, and achieving financial goals. As a key member of the branch leadership team, you will engage with Members to understand their financial needs while providing tailored credit and investment advice.

This position requires a proactive approach to identifying growth opportunities for Meridian's products and services, ensuring exceptional Member experiences. Your ability to cultivate relationships and contribute to team success is essential. Key Responsibilities:
Deliver personalized financial advice to Members
Manage and grow Member portfolios effectively




Engage in revenue-generating sales activities
Collaborate with internal partners on financial strategies
Advocate for cutting-edge banking solutions to enhance service Requirements:
Minimum 3 years in financial services sales
MFDA licensing is mandatory
Robust organizational and interpersonal skills
Flexibility to work evenings and weekends
Excellent understanding of banking products Fuel your passion for Member experience and drive results as part of Meridian’s committed team in Waterloo.

📌 Senior Financial Services Associate At Meridian London
🏢 Meridian Credit Union
📍 London