Join Meridian Credit Union as a Financial Services Advisor in Brampton, ON and transform Member financial journeys. Use your expertise to provide personalized investment and credit recommendations while enhancing Member relationships. In this role, you will participate in a collaborative sales team, understanding Members'' financial needs and delivering complex advice. Prioritize revenue generation and build strong external networks to meet targets, while fostering community engagement and supporting internal initiatives. Key Responsibilities: Assess and recommend suitable financial products Nurture Member portfolios through proactive engagement Implement sales strategies to achieve performance goals Embrace virtual technology for impactful Member interactions Uphold confidentiality and Member privacy Requirements: 3 years experience in financial services MFDA licensing is a must Comprehensive knowledge of the financial industry Strong interpersonal and negotiation skills Effective organizational and problem-solving skills Drive positive financial outcomes for Members at Meridian through dedicated service and expert advice. #J-18808-Ljbffr
Job Title
Financial Services Advisor at Meridian Credit Union