Job Description
Drive financial success at Meridian as a Financial Services Associate in Guelph. Your focus will be on providing consultation and delivering tailored financial solutions to meet member needs.
In this senior role, you will actively manage portfolios and collaborate with team leaders to execute strategic initiatives. With a robust background in financial services, you will engage in sales-based activities while ensuring an exceptional member experience through clear communication and relationship-building.
Key Responsibilities:
• Provide advice on credit and investment options
• Engage in revenue-generating account openings
• Maintain portfolios while ensuring compliance
• Resolve member concerns professionally
• Support digital initiatives and Omni-Channel integration
Requirements:
• At least 3 years in financial services sales
• MFDA licensing is necessary
• Proficient in financial knowledge and organizational skills
• Proven track of selling and mai...
In this senior role, you will actively manage portfolios and collaborate with team leaders to execute strategic initiatives. With a robust background in financial services, you will engage in sales-based activities while ensuring an exceptional member experience through clear communication and relationship-building.
Key Responsibilities:
• Provide advice on credit and investment options
• Engage in revenue-generating account openings
• Maintain portfolios while ensuring compliance
• Resolve member concerns professionally
• Support digital initiatives and Omni-Channel integration
Requirements:
• At least 3 years in financial services sales
• MFDA licensing is necessary
• Proficient in financial knowledge and organizational skills
• Proven track of selling and mai...
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