Senior Financial Services Advisor – Member Solutions

Meridian Credit Union; Brampton; On-site; CAD 60,000 - 64,000; Full time

Benefits offered by this job

Paid vacation time

Employer-paid health benefits

Pension matching

Tuition reimbursement

Banking product discounts

Job summary

Meridian Credit Union in Brampton, Ontario, is seeking a Financial Services Associate to understand members' financial needs and provide appropriate advice, including large or complex credit and investment solutions. You will develop member relationships and align Meridian products with member goals.

This role collaborates with internal partners to meet revenue targets, while upholding service excellence and compliance.

Qualifications

• Post-secondary education 3+ years or equivalent work experience in financial services sales.
• MFDA licensing is required or candidate must be eligible to obtain MFDA licensing.
• Strong knowledge of financial products and services and ability to provide suitable recommendations.

Responsibilities

• Understand members' financial needs and provide appropriate advice and recommendations.
• Promote Meridian products and services to meet member goals.
• Meet and exceed individual and team business targets within compliance guidelines.

Skills

Customer service

Financial knowledge

Communication

Decision making

Problem solving

Team collaboration

Education

MFDA licensing

Post-secondary education (3+ years)

Tools

Computer literacy

Job description

Meridian Credit Union in Brampton, Ontario, is seeking a Financial Services Associate to understand members' financial needs and provide appropriate advice, including large or complex credit and investment solutions. You will develop member relationships and align Meridian products with member goals.

This role collaborates with internal partners to meet revenue targets, while upholding service excellence and compliance.