Role Summary The Financial Services Associate is a senior member of the branch sales and leadership team. The role focuses on understanding Member financial needs, providing tailored advice, recommending Meridian products, and driving revenue through responsible credit and investment solutions. Responsibilities Identify and analyze Members financial goals and recommend appropriate products and services. Provide investment advice and complete credit approvals within policy limits. Open new Member accounts using targeted strategies. Generate sales and revenue through crosssell initiatives. Build and maintain strong Member relationships and deepen engagement. Contribute to branch planning, execute strategic initiatives, and support business goals. Adopt virtual technologies to conduct remote meetings and enhance service. Maintain compliance with all policies, audit, and regulatory requirements. Qualifications Strong business acumen and sound knowledge of financial products. Excellent communication, negotiation, and consultative skills. Experience in salesgenerated revenue and client relationship management. Ability to work flexible hours, including evenings and weekends. Strong customerservice orientation and passion for Member experience. Proactive, selfmotivated, and able to work collaboratively. Commitment to continuous improvement and learning. Benefits & Compensation Salary range: CAD $52,000 $78,000 annually. Certified Living Wage Employer with a competitive benefits package. Paid vacation, employerpaid health benefits, pension matching. Financial benefits including complimentary banking, special mortgage and credit rates. Tuition reimbursement and recognition programs. Location Guelph Branches include Stone Square, Speedvale, and Clair & Gordon. Specify preferred location during screening. Equal Opportunity Employer Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, or disability. Reasonable accommodations will be provided. #J-18808-Ljbffr
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Join Our Talent Community! Financial Services Associate - Guelph Retail Branches