Job Title

Join Our Talent Community Financial Services Associate, Retail Branches at Meridian Credit Union 1 day ago Be among the first 25 applicants. Meridian is dedicated to integrating our purpose into everything we do for people, the planet, and communities. We aim to create opportunity and meet people where they are. Our Retail Banking Practice We are recognized as the financial institution that has the most local impact, supported by a purposeful value proposition. Our team delivers advicebased banking while providing tools that reduce complexity, offer the right information, and motivate members to reach their financial goals. We work alongside Wealth, Small Business, and Mobile Mortgage Specialists to support our members holistic financial growth. As a Senior Financial Services Associate You will join a team of highly engaged professionals dedicated to providing an exceptional Member Experience. Your primary responsibilities will involve understanding members financial needs, offering appropriate advice and recommendations, and managing member portfolios to build longterm relationships. You will also be accountable for meeting and exceeding specific individual and teambased business goals. What youll do Member Experience Understand how Meridians products and services add value to our members. Provide investment advice by identifying and promoting solutions that meet member needs. Recommend credit products based on accurate underwriting skills. Engage in revenue generation and sales activities to achieve performance objectives and build external centres of influence. Use tools to proactively identify and promote opportunities with all members for deeper relationships and flawless service experiences. Leverage virtual technology platforms to host meetings and engage members through impactful communication. Maintain discretion and confidentiality to respect member privacy. Employee Experience Build and cultivate internal relationships within the Member Experience teams and crossfunctional departments. Communicate openly, promote inclusivity, and foster belonging. Engage in individual learning and development aligned with Meridian values. Participate in the leadership teams planning process and provide feedback. Act as a leader and role model when the Branch Manager is away. Community Experience Promote Meridian Credit Union in your community by engaging in community activities or events while demonstrating Company Values. Support local community organizations through Business Development and Good Neighbour Program activities. What you can bring to Meridian Postsecondary education with at least 3 years of equivalent experience in a financial services environment and a consistent track record in sales. Strong business and financial industry knowledge with a desire for career growth within the sector. MFDA licensing is required for most roles. Flexibility to work all scheduled hours, including evenings and Saturdays. Proficiency with computer systems and programs, including Microsoft Office and Outlook. Strong negotiation, interpersonal, written, and oral communication skills, including coaching and leadership abilities. Effective organizational, timemanagement, and problemsolving skills. Salary Range CAD$52,000$78,000 annually. Compensation depends on skills, experience, and internal equity. Higher placement may apply within the range. Recruiters will discuss further details during the hiring process. Come Join Us We have numerous branches across Ontario. Please mention your preferred branch location in ensuing screening questions. Build the Future of Banking with Us Embedding & leveraging technology Confidence and willingness to learn and integrate AI and emerging technologies. Experience with low/no code tools like the Microsoft Power Platform and generative AI tools such as Microsoft Copilot is considered an asset. Critical Thinking Ability to analyze, evaluate, and interpret information from various sources and apply logic and problem solving to make decisions. DataDriven Leverage data and insights to identify, prioritize, and improve member experience and business efficiency. Curiosity & Flexibility Comfortable navigating and embracing change and uncertainty; ask more questions, explore more options, and continuously learn and grow. What''''s in it for you? Paid vacation time and other time off. Employerpaid health benefits. Defined contribution pension matching. Financial benefits including free banking and special rates on mortgages, lines of credit, and more. Tuition reimbursement program. Unique rewards and recognition program. We are Ontarios largest credit union and the second largest in Canada, serving more than 360,000 members. With a history of over 75 years, 89 retail branches, 15 Business Banking Centers, and $30B in assets under management, Meridian offers a wide range of financial products and services to retail, business, and wealth members. We are committed to innovation and investing in the communities we serve. Meridian is committed to promoting an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We employ a workforce that reflects the diversity of our communities and members. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. Individuals with disabilities will be provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Thank you for your interest in Meridian Credit Union. #J-18808-Ljbffr