Financial Services Associate: Investment & Credit Advisor

Meridian; Niagara-on-the-Lake; On-site; CAD 52,000 - 78,000; Full time

Job summary

A leading credit union in Niagara-on-the-Lake is seeking a Financial Services Associate to provide exceptional member experiences and financial advice. Ideal candidates are recent graduates with strong financial knowledge and communication skills. This role offers competitive compensation and benefits, along with growth opportunities in the financial services industry. Join an inclusive team dedicated to helping members achieve their best life.

Benefits

Paid vacation time

Employer-paid health benefits

Defined contribution pension matching

Financial benefits including free banking

Tuition reimbursement programme

Qualifications

• Recent University graduates with a 4 year degree in Business or Economics.
• Strong business and financial industry knowledge, with a desire for career growth.
• At minimum, MFDA licensing is required for most roles.

Responsibilities

• Understand financial needs of Members and provide appropriate advice.
• Provide investment advice and recommendations based on Member needs.
• Manage Member portfolios and build relationships.

Skills

Strong negotiation skills

Interpersonal skills

Written communication skills

Oral communication skills

Organizational time management

Problem-solving skills

Education

4 year degree in Business or Economics

Tools

Microsoft Office

Outlook

Job description

A leading credit union in Niagara-on-the-Lake is seeking a Financial Services Associate to provide exceptional member experiences and financial advice. Ideal candidates are recent graduates with strong financial knowledge and communication skills. This role offers competitive compensation and benefits, along with growth opportunities in the financial services industry. Join an inclusive team dedicated to helping members achieve their best life.