Financial Services Advisor Cambridge

Financial Services Advisor Cambridge

11 Nov
|
Meridian Credit Union
|
Cambridge

11 Nov

Meridian Credit Union

Cambridge

Advise Meridian Members on complex credit and investments as a full-time, in office 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 needsApprove or recommend credit products within limitsOpen accounts and manage Member portfoliosPromote products, services, referrals, and digital engagementSupport branch strategies and community activitiesRequirements:Post-secondary education or three years' equivalent experienceFinancial services sales experience with proven sales resultsStrong financial industry knowledge and business acumenExcellent negotiation, communication, organization, and problem-solving skillsFlexibility to work evenings and weekendsBring consultative selling, credit knowledge, and Member service expertise to Meridian's Hespeler Branch in Cambridge.

📌 Financial Services Advisor Cambridge
🏢 Meridian Credit Union
📍 Cambridge

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial services advisor cambridge / cambridge

Subscribe to this job alert:

Get the latest job offers by email for: financial services advisor cambridge / cambridge