Take on the role of Financial Services Associate with Meridian Credit Union, located in Toronto. This on-site opportunity centers on investment solutions and fostering member relationships.
This six-month contract position is tailored for those who are recent graduates and hold MFDA licensing. As a Financial Services Associate, you will engage with members to promote tailored investment products and contribute to community-based initiatives. Use your strong interpersonal skills to maintain confidentiality and deliver excellent service.
Key Responsibilities:
• Provide personalized investment advice to members
• Recommend credit products through sound underwriting
• Drive sales through effective relationship management
• Use virtual technology platforms for member interaction
• Actively participate in community events and programs
Requirements:
• Bachelor’s degree in Business or Economics required
• Must possess MFDA licensing
• Strong proficiency in Micr...