Meridian Credit Union Ltd
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Full Time Financial Services Advisor Maple
Description
Enhance member satisfaction as a Financial Services Associate in Maple, ON at our retail location. This full-time contract role emphasizes portfolio management, sales performance, and compliance.
In this six-month contract position, you will advise members on financial needs and manage their portfolios effectively. Collaborating with Wealth, Small Business, and Mobile Mortgage Specialists, you'll create tailored member-centric solutions. The role requires strong communication skills and will accommodate your desire for growth in the financial services industry.
Key Responsibilities:
• Deliver exceptional member experiences with investment advice
• Approve and recommend credit products within limits
• Open new member accounts and utilize virtual platforms
• Engage in sales activities to meet performance goals
• Resolve member issues at first contact, referring complex cases
Requirements:
• Post-secondary education or ≥3 years in financial sales
• MFDA licen...
In this six-month contract position, you will advise members on financial needs and manage their portfolios effectively. Collaborating with Wealth, Small Business, and Mobile Mortgage Specialists, you'll create tailored member-centric solutions. The role requires strong communication skills and will accommodate your desire for growth in the financial services industry.
Key Responsibilities:
• Deliver exceptional member experiences with investment advice
• Approve and recommend credit products within limits
• Open new member accounts and utilize virtual platforms
• Engage in sales activities to meet performance goals
• Resolve member issues at first contact, referring complex cases
Requirements:
• Post-secondary education or ≥3 years in financial sales
• MFDA licen...