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 MembersFacilitate investment advice and credit approvalsDrive revenue through sales-based engagementCultivate relationships with internal teamsEnsure compliance with all regulatory standardsRequirements:Minimum of 3 years in a financial services roleMFDA licensing is mandatoryExcellent communication and negotiation skillsWillingness to work flexible schedule, including eveningsStrong history of achieving sales goalsJoin Meridian in building a brighter financial future for our Members in Guelph.
📌 Guelph Financial Services Associate Role (Clarington)
🏢 Meridian Credit Union
📍 Clarington
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