Financial Advisor At Meridian Guelph Branches (Toronto)

Financial Advisor At Meridian Guelph Branches (Toronto)

07 Nov
|
Meridian Credit Union
|
Toronto

07 Nov

Meridian Credit Union

Toronto

Take on an impactful role with Meridian as a Financial Advisor in Guelph. Your expertise will guide Members in achieving their financial goals through customized solutions and advice.This senior Financial Services Associate role is vital for understanding Member needs and driving revenue through responsible solutions. You'll be tasked with building lasting relationships, managing new account openings, and providing essential investment advice within compliance guidelines.Key Responsibilities:Assess Member financial goals and recommend productsHandle credit approval processes within set limitsOpen recent accounts focusing on strategic outreachDrive revenue through effective sales initiativesCultivate strong Member relationships for deeper engagementRequirements:Strong understanding of financial services and productsExceptional negotiation and consultative abilitiesExperience in sales-driven revenue and relationship managementFlexibility with working hours, including eveningsDeep commitment to enhancing Member experiencesLeverage your financial skills at Meridian while enriching the lives of Members in the Guelph area.

📌 Financial Advisor At Meridian Guelph Branches (Toronto)
🏢 Meridian Credit Union
📍 Toronto

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