Talent.com
Meridian Credit Union Ltd
Financial Services Advisor at MeridianMeridian Credit Union Ltd • Winnipeg, Canada
No longer accepting applications
Financial Services Advisor at Meridian

Financial Services Advisor at Meridian

Meridian Credit Union Ltd • Winnipeg, Canada
3 days ago
Job type
  • Full-time
Job description
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
Create a job alert for this search

Financial Services Advisor at Meridian • Winnipeg, Canada

Similar jobs

Investor Services Associate at Apex Group

Apex Group Ltd (UK Branch)Winnipeg, MB, Canada
Full-time

Join Apex Group in a rewarding role as an Investor Services Associate, focusing on customer service and transaction processing.Engage with clients to enhance relationships and drive success.Apex Gr... Show more

 • Promoted • New!

Finance Administrator at Pembina Trails

Pembina Trails School DivisionWinnipeg, MB, CA
Full-time

Become the backbone of financial operations as an Accounting Clerk for Pembina Trails School Division.This full-time role offers a chance to manage invoicing and maintain stakeholder relationships.... Show more

 • Promoted

AVP of Wealth Management at ACU

Aviso Wealth IncWinnipeg, MB, CA
Full-time

Drive strategic success as Assistant Vice President of Wealth Management with Assiniboine Credit Union.Lead high-performing teams and develop operational plans that support rural and agricultural c... Show more

 • Promoted

Financial Services Representative at CIBC

Canadian Imperial Bank of CommerceWinnipeg
Full-time

Transform banking experiences as a Financial Services Representative with CIBC in Winnipeg, MB.Provide personalized financial advice and innovative solutions to help clients succeed.This full-time ... Show more

 • Promoted • New!

Financial Advisor Role at IPC

Canada LifeWinnipeg, Manitoba, Canada
Permanent

Enhance your career with IPC as a Wealth Advisor, providing tailored financial guidance.This permanent role allows you to drive client success through robust wealth management services.In your posi... Show more

 • Promoted • New!

Wealth Management Advisor At Cibc

CibcWinnipeg, Canada
Full-time

Elevate client financial well-being as a Wealth Management Advisor at TD Wealth in Mississauga.You will offer personalized investment strategies and advice to high-net-worth clients.TD Wealth is se... Show more

 • Promoted

Admissions Advisor Position Hybrid at Robertson

Robertson CollegeWinnipeg, MB, CA
Full-time

Join Robertson College as a Student Admissions Advisor in a hybrid role, where your expertise will assist prospective students in navigating their educational paths.Your contributions are vital to ... Show more

 • Promoted

Wealth Management Advisor at CC&L

Connor, Clark & Lunn groupWinnipeg, MB, CA
Full-time

Join CC&L Private Capital as a Wealth Advisor and gain a rewarding career helping clients achieve their financial aspirations.Opportunities are available in cities like Calgary, Montreal, and Regin... Show more

 • Promoted

Agricultural Sales Manager at UPL

UPLWinnipeg, MB, CA
Full-time

Lead sales initiatives as an Agricultural Sales Manager with UPL in Eastern Manitoba.This position requires strategic management of customer accounts to meet ambitious sales and profit targets.You ... Show more

 • Promoted

Investor Services

Apex Group LtdWinnipeg, Canada
Full-time

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.Our business is unique in its ability to reach glob... Show more

 • Promoted

Join Serenia Life as Financial Advisor

Serenia Life FinancialWinnipeg, MB, CA
Full-time

Elevate your career as a Financial Advisor at Serenia Life Financial.Help clients achieve financial peace of mind through innovative insurance solutions and exceptional service while enjoying work ... Show more

 • Promoted

Finance & Nation Support Advisor

Accurate Indigenous Managers & AdvisorsWinnipeg, Manitoba, Canada
Full-time

AIMA is seeking a Finance & Nation Support Advisor to support financial operations, audit preparation, reporting, and community-based financial administration work.This role is ideal for someone wi... Show more

 • Promoted

Remote Financial Services Advisor — Build Client Policies

srecruitingWinnipeg, MB, CA
Remote
Full-time

A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in... Show more

 • Promoted

Finance & Nation Advisor Position

Accurate Indigenous Managers & AdvisorsWinnipeg, MB, CA
Full-time

Become a Finance & Nation Support Advisor with AIMA, focusing on community financial operations and support.Bring your accounting background to assist First Nations in navigating funding and report... Show more

 • Promoted • New!

Outdoor Sales Representative at Leaf Home

Leaf HomeWinnipeg, MB, Canada
Full-time

Become a vital part of Leaf Homes mission as an Outdoor Sales Representative, focusing on lead generation in your community.This position encompasses engaging directly with prospects outside, showc... Show more

 • Promoted • New!

Bcm Risk Advisor — Financial Services

Leading Digital Solutions CompanyWinnipeg, Canada
Full-time

Provide risk assessment and advice, develop risk management strategies, and ensure compliance with regulations for Surrey Schools. Show more

 • Promoted

Cash Management Services Officer at TD

TD BankWinnipeg, MB, CA
Full-time

Take on a key role with TD as a Cash Management Services Officer in Winnipeg, Manitoba.Your focus will be on providing outstanding banking service and expertise in cash management.This position is ... Show more

 • Promoted

Farm Underwriter II at Wawanesa

Wawanesa InsuranceWinnipeg, MB, CA
Full-time

Step into a vital role at Wawanesa as a Farm Underwriter II, where you'll analyze complex risks and deliver exceptional service to policyholders.Leverage technology and data to make informed underw... Show more

 • Promoted • New!

Mid-Market Territory Executive at Sophos

SophosWinnipeg, MB, Canada
Full-time

Lead the Mid-Market sales strategy with Sophos and drive revenue growth with cybersecurity solutions.This remote-first role requires strong sales acumen and account management skills.As a Territory... Show more

 • Promoted • New!

Wealth Advisor at Canada Life

Canada LifeWinnipeg
Full-time

Unlock your potential with Canada Life as a Wealth Advisor.Shape personalized financial solutions for clients and deepen essential relationships while enjoying a permanent full-time work model.Join... Show more