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 innovative banking solutions to enhance service
Requirements:
• Minimum 3 years in financial services sales
• MFDA licensing is mandatory
• Solid 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