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Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Our Story Find our story here: About Meridian Our Retail Banking Practice Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members. We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offer the right information, and motivate our Members to reach their overall financial goals. Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members'''' holistic financial growth. As Financial Services Associate You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience! As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or more complex credit and investment advice. There will be responsibility for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the individual will manage Member portfolios to genuinely build relationships with Members. What youll do Member Experience Understand how Meridians products and services can add value to our Members Provide investment advice by identifying and promoting solutions that meet our Member needs Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills Engage in revenue generation and sales based activities in order to achieve performance objectives; build external centres of influence to optimize sales and service results Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members Maintain discretion and confidentiality to respect Members privacy Employee Experience Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team Community Experience Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events. What you can bring to Meridian Recent University graduates with 4 year degree in Business or Economics. Strong business and financial industry knowledge, with a desire for career growth within the financial services industry At minimum, MFDA licensing is required for most roles Flexible to work all scheduled hours which include some evenings and Saturdays Proven understanding of computer systems and programs including Microsoft Office, and Outlook Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills Effective organizational time management, and problemsolving skills Salary Range CAD $52,000 $78,000 annually Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the roles requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process. Location This role is in office at 10545 Bramalea Road, Building H, Unit 8, Brampton, ON L6R 3P4. Build the Future of Banking with Us At Meridian, were not just adapting to the futurewere shaping it. We see talent as a catalyst for sustainable growth , community impact , and futurereadiness . As the financial landscape evolves, were looking for team members who bring: Embedding & leveraging technology Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset Critical Thinking The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions. Data Driven 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. 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 credits and more Tuition reimbursement program Unique rewards and recognition program Our Commitment to You Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will ensure that individuals with disabilities are 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. Please note that due to the volume of applications, only those under consideration will be contacted for an interview. Thank you for your interest in Meridian Credit Union. Follow us on Twitter at @MeridianCareers Connect with us on LinkedIn Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page. Meridian never asks candidates to apply through thirdparty links that do not redirect to our Careers portal (UltiPro). For more tips on how to protect yourself from job scams visit Protect yourself from job scams | Meridian. #J-18808-Ljbffr