Join Meridian in Guelph as a Financial Services Advisor, focusing on enriching member financial journeys. Utilize your expertise in credit and investment to offer essential service that transforms lives.
In this senior role, you will lead initiatives to meet and exceed individual and team business goals. Your responsibilities include providing personalized financial advice, managing member relationships, and ensuring the success of the branch's objectives. By promoting products and services, you will directly contribute to improved member experiences and financial growth.
Key Responsibilities:
• Deliver tailored investment advice based on member needs
• Build and maintain strong relationships with members
• Identify and promote suitable Meridian products
• Lead community engagement activities
• Collaborate with branch teams for strategic initiatives
Requirements:
• Significant experience in the financial services sector
• Strong interpersonal and communica...