Senior Financial Services Advisor - Branch Experience

Meridian-Credit-Union

Burlington

On-site

CAD 60,000 - 69,000

Full time

10 days ago

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Benefits offered by this job

Paid vacation time
Free banking benefits
Mortgage rate discounts
Rewards and recognition program

Job summary

Meridian Credit Union in Burlington, ON is seeking a Financial Services Associate (Full Time, On-site) to understand Members' financial needs and provide appropriate advice and recommendations, including large or complex credit and investment solutions. You will proactively identify opportunities to promote Meridian products and services and help Members achieve their financial goals.

The role partners with Retail teams and internal partners to support growth, deliver an exceptional Member

Job description

Meridian Credit Union in Burlington, ON is seeking a Financial Services Associate (Full Time, On-site) to understand Members' financial needs and provide appropriate advice and recommendations, including large or complex credit and investment solutions. You will proactively identify opportunities to promote Meridian products and services and help Members achieve their financial goals.

The role partners with Retail teams and internal partners to support growth, deliver an exceptional Member

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