Advise Meridian Members on complex credit and investments as a full-time, on-site Financial Services Advisor in Cambridge, Ontario.
This 18-month contract supports the Hespeler Branch as a senior branch sales and leadership team member. You will understand Member needs, recommend financial solutions, manage portfolios, and promote Meridian products and services. The position also supports business goals and referrals.
Key Responsibilities: Provide investment advice tailored to Member needs
Approve or recommend credit products within limits
Open accounts and manage Member portfolios
Promote products, services, referrals, and digital engagement
Support branch strategies and community activities
Requirements: Post-secondary education or three years’ equivalent experience
Financial services sales experience with proven sales results
Solid financial industry knowledge and business acumen
Excellent negotiation, communication, organization, and problem-solving skills
Flexibility to work evenings and weekends
Bring consultative selling, credit knowledge, and Member service expertise to Meridian’s Hespeler Branch in Cambridge.