Financial Services Associate - Full Time

Meridian Credit Union; Barrie; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking financial institution as a Financial Services Associate, where your expertise will help Members achieve their financial goals. This role offers the chance to provide personalized advice on credit and investment solutions while building meaningful relationships. You'll be part of a dynamic team dedicated to delivering exceptional service and contributing to community initiatives. With a commitment to inclusivity and professional growth, this position provides a collaborative environment that values your contributions. Experience a fulfilling career in a supportive workplace that prioritizes your development and success.

Benefits

Paid vacation time

Employer-paid health benefits

Defined contribution pension matching

Tuition reimbursement program

Financial benefits including free banking

Qualifications

• 3+ years experience in financial services with a strong sales track record.
• MFDA licensing required for most roles.

Responsibilities

• Understand financial needs and provide tailored advice to Members.
• Engage in revenue generation and sales activities to meet goals.

Skills

Sales Skills

Financial Advisory Skills

Interpersonal Communication

Problem-Solving Skills

Negotiation Skills

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Job description

Financial Services Associate - Full Time

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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.

Find our story here: About Meridian

Our Retail Banking Practice:

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

As Financial Services Associate:

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience!

As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or more complex credit and investment advice.

There will be responsibility for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the individual will manage Member portfolios to genuinely build relationships with Members.

What you’ll do:

Member Experience

• Understand how Meridian’s products and services can add value to our Members
• Provide investment advice by identifying and promoting solutions that meet our Member needs
• Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
• Engage in revenue generation and sales based activities in order to achieve performance objectives; build external centres of influence to optimize sales and service results
• Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
• Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members
• Maintain discretion and confidentiality to respect Member’s privacy
  
  

Employee Experience

• Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals
• Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace
• Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results
• Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback
• Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team
  
  

Community Experience

• Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
• Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.
  
  

What you can bring to Meridian:

• Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales
• Strong business and financial industry knowledge, with a desire for career growth within the financial services industry
• At minimum, MFDA licensing is required for most roles
• Flexible to work all scheduled hours which include some evenings and Saturdays
• Proven understanding of computer systems and programs including Microsoft Office, and Outlook
• Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills
• Effective organizational time management, and problem-solving skills
  
  

Join us! This role is in office at 592 Yonge St, Barrie, ON L4N 4E4.

What's in it for you?

As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:

• Paid vacation time, and other time off
• Employer-paid health benefits
• Defined contribution pension matching
• Financial benefits including free banking, and special rates on mortgages, lines of credits and more
• Tuition reimbursement program
• Unique rewards and recognition program
  
  

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

Our Story:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Our Commitment to You:

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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