Become a key player in member financial success as a Financial Services Associate at Meridian in Beamsville, Ontario. Provide tailored credit and investment advice while fostering relationships to enhance member well-being.
In this full-time role, you will be a senior member of the branch leadership team, focusing on understanding member needs and positioning Meridian’s products effectively. Key responsibilities include managing member portfolios, exceeding business goals, and driving sales activities. Your commitment to exceptional service will contribute significantly to member satisfaction and loyalty.
Key Responsibilities:
• Understand and meet financial needs of members
• Provide credit and investment advice effectively
• Manage member portfolios to meet performance goals
• Drive sales activities to generate revenue
• Promote Meridian products to enhance member value
Requirements:
• Post-secondary education or 3+ years in financial services
• MFDA lic...