Licensed Financial Services Advisor Position

Join Meridian in Beamsville as a Licensed Financial Services Advisor and play a pivotal role in helping members achieve financial health. Provide tailored advice on credit and investment solutions. In this full-time role, you will be a vital part of the leadership team, focusing on member needs and promoting financial products that enhance well-being. Duties include managing portfolios, achieving sales targets, and delivering high-quality service. Your proactive approach will help build trust and loyalty among members. Key Responsibilities:

• Assess and meet members' financial requirements
• Provide targeted investment and credit advice
• Achieve sales and performance targets
• Develop strong member relationships
• Promote Meridian’s value-driven services

Requirements:

• Post-secondary education or 3+ years in financial roles
• Must hold MFDA licensing
• Strong interpersonal and organizational skills
• Flexible to work evenings and weekends
• Proven sales experience in financial services

Deliver outstanding financial services and support member success with your expertise at Meridian. #J-18808-Ljbffr