Senior Financial Services Associate Meridian
M
Meridian-Credit-Union
📍 fort erie, on, Canada
Job Description
Elevate your career with Meridian as a Senior Financial Services Associate in Fort Erie, ON. Engage with Members and leverage your financial acumen to enhance their well-being.
Meridian seeks a skilled Senior Financial Services Associate to provide strategic financial advice and manage Member portfolios. In this full-time role, you will foster relationships and recommend complex credit and investment solutions while achieving individual and team goals. Engagement in community activities and collaboration with colleagues will be essential for success.
Key Responsibilities:
• Understand Members' financial needs and offer tailored solutions
• Deliver exceptional service and meet sales performance objectives
• Open new Member accounts using effective strategies
• Collaborate across branches for strategic goal achievements
• Manage daily compliance and audit requirements
Requirements:
• Post-secondary education and 3+ years in financial sales
• MFDA licensing r...
Meridian seeks a skilled Senior Financial Services Associate to provide strategic financial advice and manage Member portfolios. In this full-time role, you will foster relationships and recommend complex credit and investment solutions while achieving individual and team goals. Engagement in community activities and collaboration with colleagues will be essential for success.
Key Responsibilities:
• Understand Members' financial needs and offer tailored solutions
• Deliver exceptional service and meet sales performance objectives
• Open new Member accounts using effective strategies
• Collaborate across branches for strategic goal achievements
• Manage daily compliance and audit requirements
Requirements:
• Post-secondary education and 3+ years in financial sales
• MFDA licensing r...