Overview
Financial Services Advisor at Meridian Jobs in St Catharines, Canada at Meridian Credit Union
Explore your potential as a Financial Services Advisor at Meridian’s hybrid Contact Centre in St Catharines, Ontario. Provide expert financial advice to enhance Member well-being and experiences.
This full-time role seeks experienced candidates ready to deliver personalized financial assessments and build strong Member relationships. You will advise on credit products, investment opportunities, and participate in sales-driven activities. Collaboration with internal teams is essential for providing seamless service to Members.
Key Responsibilities:
• Deliver personalized financial assessments to Members
• Advise on credit products and investment opportunities
• Enhance Member portfolios through strong relationships
• Participate in sales-driven activities to meet targets
• Work closely with internal teams for seamless service
Requirements:
• Minimum 3 years in financial services sales experience
• Post-secondary diploma required for consideration
• Must hold MFDA licensing for service
• Strong communication and relationship-building abilities
• Focus on enhancing Member experiences in every interaction
Leverage your expertise in financial services to make a real difference for Members at Meridian.
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Title: Financial Services Advisor at Meridian
Company: Meridian Credit Union
Location: St Catharines, Canada
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