Financial Services Representative
- Full Time
- 4 Month Contract Job Category : Retail Posted : August 4, 2026 Full-Time On-site At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members. We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals. Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth. As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. As a member of the branch sales and service team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations. This will include completing front line transactional services to support our Members day to day banking, as well as an opportunity to grow by fulfilling advisory sales role such as opening new accounts, offering credit, deposit, identifying opportunities for wealth referrals, as well as positioning Meridian’s products and services to add value to our Members financial well being. With your growth mindset you are adaptive, resilient, resourceful and creative. We value diversity of thoughts and promote inclusion.



As you take initiative and accountability you are joining a team that provides autonomy to get things done and will be accountable for a variety of support functions within the branch. The Financial Services Representative will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions. Values diversity of thought and promotes inclusion Be a highly engaged team player working co-operatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners. Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian Actively participate and support the team in the planning process, assisting with implementation and providing feedback. Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program Serves Members with excellence Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.



Ensure proper due diligence by posting all transactions accurately and timely Embraces virtual technology platforms and leverages them to host meetings and engage in impactful communication with Members Engage in revenue generation and sales-based activities in order to achieve performance objectives. Provide investment advice by identifying and promoting solutions that fit and meet our Member needs. Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills Open new Member accounts using account opening strategies Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch. Participating in the development and implementation of branch business plans. Community Experience Participate and execute with the team our Community engagement plan Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Valuable Neighbor Program. Planning, preparation and delivery of Meridian hosted Community events. Strong desire for career growth within the financial services industry. Strong business acumen and financial industry knowledge. Flexible to work all scheduled hours which include evenings and weekends. Strong knowledge of computer systems. Ability to make decisions, act decisively and provide friendly and personable service. Ability to make decisions, act decisively and provide friendly and personable service. Embraces virtual technology platforms for use in both Member and Meridian partner meetings. Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic

📌 Financial Services Representative (Toronto)
🏢 Meridian Credit Union
📍 Toronto