Financial Services Advisor at Meridian

Become a Financial Services Advisor at Meridian’s Contact Centre in St Catharines, Ontario, with this hybrid full-time opportunity focused on optimizing Member financial well-being. Deliver expert advice to enhance their financial journeys.
This role invites experienced candidates to join Meridian as they aim to elevate the Member experience. You'll be responsible for understanding financial needs, providing specific investment recommendations, and managing Member portfolios in a way that builds lasting relationships. Achieving individual business goals while promoting Meridian’s diverse financial products is key to this position.
Key Responsibilities:
• Deliver personalized financial assessments to Members
• Advise on credit products and investment opportunities
• Enhance Member portfolios through strong relationships
• Participate in sales-driven activities
• Work closely with internal teams for seamless service
Requirements:
• Minimum 3 years in financial ...

Ready to Apply?

Submit your application today and join our talented team at Meridian-Credit-Union.

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