Senior Financial Services Advisor at Meridian
Meridian-Credit-Union • owen sound, Canada
Role Description
Shape financial futures as a Senior Financial Services Advisor with Meridian, located in Owen Sound, Ontario. This full-time role emphasizes delivering exceptional advice and support to our Members.
You will mentor and support a robust team while focusing on fulfilling the financial goals of our Members. Utilize your expertise to provide comprehensive credit and investment advice, engage proactively in revenue-centric activities, and build enduring relationships within the community. This impactful position directly contributes to the financial success of our valued Members.
Key Responsibilities: • Mentor branch team in delivering Member services • Provide sophisticated financial and investment advice • Drive sales activities to achieve performance objectives • Cultivate strong relationships with Members and partners • Collaborate across channels for comprehensive service
Requirements: • Minimum 3 years of relevant financial services experience • MFDA licensi...
You will mentor and support a robust team while focusing on fulfilling the financial goals of our Members. Utilize your expertise to provide comprehensive credit and investment advice, engage proactively in revenue-centric activities, and build enduring relationships within the community. This impactful position directly contributes to the financial success of our valued Members.
Key Responsibilities: • Mentor branch team in delivering Member services • Provide sophisticated financial and investment advice • Drive sales activities to achieve performance objectives • Cultivate strong relationships with Members and partners • Collaborate across channels for comprehensive service
Requirements: • Minimum 3 years of relevant financial services experience • MFDA licensi...