Senior Financial Services Advisor – Member Experience

Meridian OneCap Credit Corp.; Ottawa; Sur place; CAD 60 000 - 64 000; Plein temps

Avantages offerts par ce poste

Paid vacation time

Free banking

Mortgage and loan rate benefits

Rewards & recognition program

Résumé du poste

Meridian Credit Union in Ottawa’s Barrhaven/Nepean area is seeking a Financial Services Associate to advise Members on credit and investment needs, open new accounts, and drive branch sales. The role emphasizes Member experience, relationship building, and cross‑functional collaboration within Meridian's Retail and Wealth teams.

You will engage in revenue generation, meet individual and team goals, and promote Meridian products and services to enhance Members’ financial wellbeing.

Qualifications

• MFDA licensing is required.
• Post-secondary education or equivalent work experience.

Responsabilités

• Understand Members' financial needs and provide appropriate advice and recommendations.
• Open new Member accounts and maintain relationships.
• Engage in revenue generation and meet individual and team goals.
• Proactively identify opportunities to promote Meridian products and services.

Connaissances

Sales experience

Credit advisory

Member service

Description du poste

Meridian Credit Union in Ottawa’s Barrhaven/Nepean area is seeking a Financial Services Associate to advise Members on credit and investment needs, open new accounts, and drive branch sales. The role emphasizes Member experience, relationship building, and cross‑functional collaboration within Meridian's Retail and Wealth teams.

You will engage in revenue generation, meet individual and team goals, and promote Meridian products and services to enhance Members’ financial wellbeing.