Job Description
Join Meridian in Fergus, Ontario, as a Financial Services Advisor and make a meaningful impact on community finances. This full-time, on-site role centers around member-first financial solutions.
As a key team member, you will guide members in their financial decisions, leveraging your expertise to provide credit and investment advice. This position requires proactive engagement in sales activities while fostering long-term member relationships. The advisor role supports business objectives through collaboration with wealth and small business teams.
Key Responsibilities:
• Assess member financial needs and recommend appropriate solutions
• Build and maintain long-lasting member relationships
• Meet and exceed individual and team sales targets
• Engage in community outreach and member education initiatives
• Utilize technology to enhance member interactions
Requirements:
• 3+ years in financial services sales
• MFDA licensing required
• Strong negotiatio...
As a key team member, you will guide members in their financial decisions, leveraging your expertise to provide credit and investment advice. This position requires proactive engagement in sales activities while fostering long-term member relationships. The advisor role supports business objectives through collaboration with wealth and small business teams.
Key Responsibilities:
• Assess member financial needs and recommend appropriate solutions
• Build and maintain long-lasting member relationships
• Meet and exceed individual and team sales targets
• Engage in community outreach and member education initiatives
• Utilize technology to enhance member interactions
Requirements:
• 3+ years in financial services sales
• MFDA licensing required
• Strong negotiatio...
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