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 MembersManage and grow Member portfolios effectivelyEngage in revenue-generating sales activitiesCollaborate with internal partners on financial strategiesAdvocate for creative banking solutions to enhance serviceRequirements:Minimum 3 years in financial services salesMFDA licensing is mandatoryStrong organizational and interpersonal skillsFlexibility to work evenings and weekendsExcellent understanding of banking productsFuel your passion for Member experience and drive results as part of Meridian's committed team in Waterloo.

📌 Senior Financial Services Associate At Meridian (Alton)
🏢 Meridian Credit Union
📍 Alton