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
- Strong 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 (Ontario)
🏢 Meridian Credit Union
📍 Ontario