Financial Services Associate - Ontario South West Region!

Meridian Credit Union; Windsor; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading credit union in Ontario is seeking a Financial Services Associate to provide investment advice and manage Member portfolios. The ideal candidate has a strong sales background and financial services experience. This role offers a competitive benefits package, including paid vacation and health benefits, in an inclusive environment with opportunities for growth.

Benefits

Paid vacation

Health benefits

Pension matching

Tuition reimbursement

Qualifications

• At least 3 years of relevant financial services experience with a proven sales record.
• MFDA licensing is required for most roles.
• Flexibility to work evenings and Saturdays is necessary.

Responsibilities

• Understand Members' financial needs and provide appropriate advice.
• Engage in revenue-generating activities and build external networks.
• Maintain confidentiality and respect Member privacy.

Skills

Sales experience

Strong negotiation skills

Effective communication

Leadership abilities

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Job description

Join to apply for the Financial Services Associate - Ontario South West Region role at Meridian Credit Union.

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 exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking, providing tools that reduce complexity, offering the right information, and motivating our Members to reach their 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 a Financial Services Associate :

You will join a team of highly engaged professionals dedicated to providing an exceptional Member Experience. Your primary responsibilities include understanding Members' financial needs, providing appropriate advice and recommendations, including large or complex credit and investment advice.

You will be responsible for meeting and exceeding individual and team-based business goals while managing Member portfolios and building relationships.

What you’ll do :

• Understand how Meridian’s products and services add value to Members
• Provide investment advice and promote solutions meeting Member needs
• Offer credit product recommendations based on credit interviewing and underwriting skills
• Engage in revenue-generating activities and build external networks to optimize sales
• Use tools to identify and promote opportunities, deepen relationships, and deliver flawless service
• Embrace virtual platforms for meetings and Member engagement
• Maintain confidentiality and respect Member privacy

Employee Experience :

• Act as an engaged teammate and trusted partner to internal teams, ensuring Retail Experience goals are met
• Demonstrate empathy, promote inclusivity, and foster a sense of belonging
• Continue personal development aligned with Meridian values
• Support leadership in planning and implementation, acting as a role model

Community Experience :

• Participate in community activities and events, demonstrating Company Values
• Support local organizations through Business Development and the Good Neighbour Program

Qualifications :

• Post-secondary education and at least 3 years of relevant financial services experience with a sales record
• Strong industry knowledge and desire for career growth
• MFDA licensing is required for most roles
• Flexibility to work evenings and Saturdays
• Proficiency in Microsoft Office and Outlook
• Strong negotiation, communication, and leadership skills
• Effective organizational and problem-solving skills

Our branches are located across Ontario, including Guelph, Windsor, Waterloo, Aurora, and others.

What’s in it for you?

As a Certified Living Wage Employer, we offer a competitive benefits package including paid vacation, health benefits, pension matching, free banking, tuition reimbursement, and rewards programs.

Enjoy an inclusive, collaborative work environment with opportunities for growth, training, and leadership development.

Our Story :

Meridian is Ontario’s largest credit union and the second largest in Canada, serving over 360,000 Members with a history spanning over 75 years. With 89 branches and $30B in assets, we are committed to community investment and innovative financial services.

Our Commitment :

We promote an inclusive, accessible environment where all employees and customers are valued. We consider applicants without regard to race, religion, gender, or disability and provide accommodations upon request.

Note: Due to high application volume, only shortlisted candidates will be contacted. Thank you for your interest in Meridian Credit Union.