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Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)

Student-Friendly Entry-Level
Company

Meridian Credit Union Ltd

Location

toronto, Canada

Posted

May 31, 2026

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About This Opportunity

Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)

Job Category: Retail

Requisition Number: FINAN

Posted: April 29, 2026

Employment Type: Full-Time

Location: 2238 Bloor Street West, Toronto, Ontario, M6S 1N6 (On-site)

Responsibilities

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
  • Provide recommendations on credit products based on accurate underwriting skills
  • Engage in revenue generation and sales-based activities to achieve performance objectives; build external centres of influence
  • Use tools to proactively identify opportunities with all Members to deepen relationships and provide flawless service experiences
  • Embrace virtual technology platforms and use them...