Financial Services Associate – Contact Centre – Full-Time (Hybrid)

Meridian Credit Union; St. Catharines; Hybrid; CAD 60,000 - 64,000; Full time

Benefits offered by this job

Paid vacation and other time off

Employer-paid health benefits

Defined contribution pension matching

Tuition reimbursement

Job summary

Meridian Credit Union in St. Catharines is seeking a Financial Services Associate to support members with financial needs through personalized advice and sales. The role includes generating revenue and fostering bountiful relationships with clients.

The ideal candidate should have post-secondary education, at least three years of experience in financial services, and possess MFDA licensing. The position offers a hybrid work environment and competitive salary.

Qualifications

• Post-secondary education and minimum three years of equivalent work experience in a financial services sales environment.
• MFDA licensing required.

Responsibilities

• Understand financial needs and provide appropriate advice and recommendations.
• Deliver exceptional service and empathy to Members.
• Generate revenue through sales‑based activities.

Skills

Organizational skills

Member service skills

Negotiation skills

Problem-solving abilities

Computer system proficiency

Education

Post-secondary education

Three years in financial services sales

Tools

Microsoft Power Platform

Job description

Why Meridian

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

As Financial Services Associate

As a senior member of the Contact Centre sales/leadership team, your primary responsibilities are to understand the financial needs of our Members and provide the appropriate advice and recommendations. You will offer credit, investment, and asset‑management advice; identify and promote Meridian products and services; and manage Member portfolios to build lasting relationships.

You are expected to meet and exceed individual and team‑based business goals, proactively generate revenue, and refer business to other channels.

What you’ll do

• Employee Experience
  • Engage as a highly engaged, empathetic team player.
  • Communicate openly and respect diverse opinions.
  • Set measurable, achievable goals with your manager.
  • Participate in planning, implementation, and feedback.
  • Advocate for the Contact Centre and promote an entrepreneurial mindset.
  • Build and maintain internal relationships to achieve Retail Experience goals.
  • Support and lead Contact Centre activities such as expanding Member relationships and the Digital Ambassador Program.
• Member Experience
  • Deliver exceptional service and empathy to Members.
  • Provide investment advice and appropriate credit solutions.
  • Generate revenue through sales‑based activities and open new accounts.
  • Maintain Mutual Fund accreditation and knowledge of market conditions.
  • Use Meridian tools to deepen relationships and provide seamless service.
  • Leverage virtual technology to host meetings and engage clients.
  • Seek referrals through strong consultative skills.
  • Resolve issues at first contact and refer complex concerns appropriately.
  • Process daily work complying with policies, audits, and standards.
  • Champion corporate strategies for the Contact Centre.
  • Maintain discretion and confidentiality.
• Innovation
  • Establish and execute a compelling vision and strategy.
  • Take initiative and communicate effectively.
  • Show deep understanding of your business function.
  • Develop cross‑functional relationships.
  • Participate in business plan development for the Contact Centre.
• Community Experience
  • Execute the Community engagement plan with the team.
  • Promote Meridian Credit Union through community events.
  • Support local organizations via the Business Development and Good Neighbour Program.

What you can bring to Meridian

• Strong desire for career growth within financial services.
• Business acumen and industry knowledge.
• Excellent organizational and Member service skills.
• Strong computer system proficiency.
• Flexible to work scheduled hours, including evenings and weekends.
• Decisive, friendly, and personable service.
• Excellent negotiation and communication skills; ability to resolve Member concerns.
• Strong time‑management, problem‑solving, and influence abilities.
• Embrace virtual technology platforms.
• Collaborative mindset to develop plans supporting strategic objectives.
• Track record of delivering new ideas and staying on top of market trends.
• Member‑centric focus and drive to meet goals.
• Initiative, proactive in anticipating needs.
• Open communication and trust building.
• Business savvy with continuous learning.
• Partner orientation and collaboration.
• Integrity, honesty, and respect.
• Talent development and supportive team environment.

Education, Work Experience & Credentials

• Post‑secondary education and minimum three years of equivalent work experience in a financial services sales environment.
• MFDA licensing required.

Salary

CAD $60,000 – $64,000 annually, based on skills, experience, and internal equity.

Location & Hours

Hybrid environment at 531 Lake St., St. Catharines, ON L2N 4H6. Flexible hours: 8 am‑8 pm Monday‑Friday; 8 am‑4 pm Saturday.

Technology & Innovation

• Leverage emerging technologies including AI, low‑/no‑code tools, and Microsoft Power Platform.
• Critical thinking to analyze and apply information.
• Data‑driven improvement of member experience and business efficiency.
• Curiosity, flexibility, and continuous learning.

Benefits

• Paid vacation and other time off.
• Employer‑paid health benefits.
• Defined contribution pension matching.
• Financial benefits: free banking, special rates on mortgages, lines of credit.
• Tuition reimbursement.
• Unique rewards and recognition program.

Our Commitment to You

Meridian is committed to an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. Individuals with disabilities will receive reasonable accommodation. This position is an existing vacancy; internal candidates are under consideration as part of our standard process.