Become a Senior Financial Services Associate at Meridian, Ontario’s largest credit union. This role involves offering investment advice and managing Member portfolios to enhance their financial well-being.
As a pivotal member of the branch leadership team, you will understand and address the financial needs of over 360,000 Members. The role requires strong skills in credit and investment advice, alongside proactive promotion of Meridian's products. You will also engage actively in sales and service activities, emphasizing exceptional Member experiences.
Key Responsibilities:
• Provide tailored investment advice and solutions for Members
• Manage and develop Member portfolios effectively
• Engage with the team to meet performance goals
• Promote innovative thinking and entrepreneurial growth
• Facilitate exceptional service experiences for Members
Requirements:
• Recent University degree in Business or Economics
• Minimum MFDA licensing for most positions