Financial Services Associate - Full Time

Meridian Credit Union Ltd; Burlington; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Services Associate to join their dynamic team. In this role, you will engage with Members to understand their financial needs and provide tailored advice on credit and investment solutions. Your responsibilities will include managing Member portfolios, achieving sales targets, and fostering strong relationships. This position offers the opportunity to work in a collaborative environment while promoting financial literacy and community engagement. If you are passionate about helping others and thrive in a fast-paced setting, this is the perfect opportunity for you to make a meaningful impact.

Benefits

Paid vacation time

Financial benefits including free banking

Special rates on mortgages

Unique rewards and recognition program

Qualifications

• 3+ years of experience in financial services is essential.
• MFDA licensing required for most roles.

Responsibilities

• Provide tailored financial advice based on Members' needs.
• Engage in revenue generation and achieve performance objectives.

Skills

Negotiation Skills

Interpersonal Skills

Written Communication

Oral Communication

Problem-solving Skills

Time Management

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Job description

Financial Services Associate - Full Time

Job Category: Retail

Requisition Number: FINAN006103

Posted: March 24, 2025

Location: Walker's Line, Units 3&4, Burlington, ON L7M 0W3, CAN

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 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
• 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
• Demonstrate empathy with colleagues by communicating thoughts and ideas openly
• Continue individual learning and development to align with Meridian values
• Actively participate and support the leadership team in the planning process
• Step in as a leader, while the Branch Manager is away

Community Experience

• Promote Meridian Credit Union in your community by participating in community activities or events
• Support local community organizations and activities through Business Development and Good Neighbour Program.

What you can bring to Meridian:

• Post-secondary education with at least 3 years of equivalent work experience in a financial services environment
• Strong business and financial industry knowledge
• 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
• Effective organizational time management, and problem-solving skills

Join us! This role is in office at 3051 Walkers Line, Burlington, ON L7M 0W3.

What's in it for you?

• Paid vacation time, and other time off
• Financial benefits including free banking, and special rates on mortgages, lines of credits and more
• Unique rewards and recognition program

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success.

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.

Our Commitment to You:

Meridian is committed to promoting 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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process.

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.