Guelph Financial Services Associate Position

Become a key player in financial services as a Financial Services Associate at Meridian Credit Union in Guelph, Ontario. Provide expert financial advice and a member-centric experience. With this full-time role, you will utilize your three years of financial sales experience to understand members’ financial needs. Your responsibilities will include delivering investment advice, building trust, and managing member portfolios while driving the branch to meet its business objectives. Collaboration with various specialists will be crucial for supporting member growth. Key Responsibilities:

• Assess member needs and provide tailored financial solutions
• Build lasting relationships by managing member portfolios
• Drive revenue through account openings and referrals
• Maintain compliance in all interactions
• Enhance community presence through engagement efforts

Requirements:

• 3 years of experience in financial services sales
• Valid MFDA licensing required
• Strong communication and organizational skills
• Proficiency with technology and remote interactions
• Willingness to adapt to flexible work hours

Engage members in Guelph with impactful financial services and strong advisory skills. #J-18808-Ljbffr