Serve Meridian Members through financial advice and portfolio management in an on-site, full time Financial Services Associate contract at Rymal Road.
As a senior branch sales and leadership team member, you will understand Member needs and recommend suitable financial solutions. The role focuses on advice-based banking, complex credit and investment guidance, and promoting Meridian products and services. You will help Members pursue their financial goals.
Key Responsibilities: Understand Members’ financial needs and provide appropriate recommendations
Offer large or complex credit and investment advice
Identify and promote Meridian products and services
Meet individual and team-based business goals
Manage Member portfolios and develop relationships
Requirements: Growth mindset with adaptive and resilient approach
Resourceful and creative approach to Member needs
Ability to provide advice-based banking solutions
Ability to manage Member portfolios effectively
Readiness for a 15-month contract assignment
Bring financial advice, portfolio management, and relationship-building skills to Meridian’s Retail Banking team in Hamilton.