Senior Financial Services Advisor Role
M
Meridian
📍 st. catharines, niagara region, Canada
Job Description
Elevate Member financial experiences as a Senior Financial Services Advisor with Meridian in St. Catharines, Ontario. Deliver investment advice and grow relationships while promoting innovative solutions.
As a key member of the branch sales team, this role involves understanding Members' diverse financial needs and providing tailored credit and investment advice. You will engage proactively in sales-based activities, aiming to meet individual and team goals while enhancing Member experiences. A passion for Member service and continuous improvement is essential.
Key Responsibilities:
• Understand and address complex Member financial needs
• Provide tailored advice on investments and credits
• Engage in revenue generation through sales activities
• Build and nurture strong relationships with Members
• Promote Meridian’s products and services effectively
Requirements:
• Bachelor’s degree in Business or Economics
• MFDA licensing required for most roles
• S...
As a key member of the branch sales team, this role involves understanding Members' diverse financial needs and providing tailored credit and investment advice. You will engage proactively in sales-based activities, aiming to meet individual and team goals while enhancing Member experiences. A passion for Member service and continuous improvement is essential.
Key Responsibilities:
• Understand and address complex Member financial needs
• Provide tailored advice on investments and credits
• Engage in revenue generation through sales activities
• Build and nurture strong relationships with Members
• Promote Meridian’s products and services effectively
Requirements:
• Bachelor’s degree in Business or Economics
• MFDA licensing required for most roles
• S...