Financial Services Associate - Full Time (Courtice)

Financial Services Associate As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations. This includes offering large or more complex credit and investment advice, meeting and exceeding specific individual and team‑based business goals, and managing Member portfolios to genuinely build relationships. What You’ll Do Member Experience Understand how Meridian’s products and services can add value to our Members Provide investment advice by identifying and promoting solutions that meet Member needs Recommend credit products based on accurate and appropriate credit interviewing and underwriting skills Engage in revenue generation and sales‑based activities to achieve performance objectives; build external centres of influence to optimize sales and service results Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members Maintain discretion and confidentiality to respect Member privacy Employee Experience Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross‑functional departments, while ensuring achievement of Retail Experience goals Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging toward others in the workplace Continuously learn and develop to align with Meridian values while delivering on action plans aligned with Employee Engagement results Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback Step in as a leader when the Branch Manager is away, and continuously act as a role model on the team Community Experience Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Good Neighbour Program, including planning, preparation and delivery of Meridian‑hosted Community events What you can bring to Meridian Recent University graduates with a 4‑year degree in Business or Economics Strong business and financial industry knowledge, with a desire for growth opportunities within the financial services industry At minimum, MFDA licensing is required for most roles Flexible to work all scheduled hours which include some evenings and Saturdays Proven understanding of computer systems and programs, including Microsoft Office and Outlook Strong negotiation, interpersonal, written, and oral communication skills, including coaching and leadership skills Effective organizational time‑management and problem‑solving skills Comfortable learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience Salary Range: CAD $52,000 – $78,000 annually Benefits Paid vacation time, and other time off Employer‑paid health benefits Defined contribution pension matching Financial benefits including free banking, and special rates on mortgages, lines of credits and more Tuition reimbursement program Unique rewards and recognition program Location: 370 Stone Road W, Guelph ON, N1G 4V9. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will provide reasonable accommodation to individuals with disabilities. Apply on Kit Job: kitjob.ca/job/2osc73