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Meridian Credit Union Ltd
Financial Services Advisor at MeridianMeridian Credit Union Ltd • Winnipeg, Canada
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Financial Services Advisor at Meridian

Financial Services Advisor at Meridian

Meridian Credit Union Ltd • Winnipeg, Canada
Il y a 4 jours
Type de contrat
  • Temps plein
Description de poste
Elevate your career with Meridian as a Financial Services Advisor in Markham. This full-time role focuses on Member relationships, offering tailored financial solutions and personalized advice.

In this senior role, you will understand and assess the financial needs of Members, delivering investment and credit advice. Collaborate with teams in Wealth, Small Business, and Mobile Mortgage services to enhance Members' financial journeys. Achieving and exceeding business goals while providing exceptional service are key elements in this impactful position.

Key Responsibilities: • Provide tailored financial advice to Members • Promote Meridian's products and services effectively • Manage and deepen Member relationships • Collaborate with internal departments to support financial strategies • Participate actively in revenue-generating activities

Requirements: • Minimum 3 years in financial services sales • Strong interpersonal and negotiation skills • MFDA licensing required • Excellent organizational and time management capabilities • Commitment to providing superior Member service

Bring your expertise in finance, relationship-building, and Member support to Meridian in Markham. #J-18808-Ljbffr
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Financial Services Advisor at Meridian • Winnipeg, Canada

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