Peersight
Employers
Jobs
Companies
Top Cities
Log In
Jobs
Product Tester at Home Product Tester at Home Associate Director Product Tester at Home Prep Cook Product Tester at Home Product Tester at Home Product Tester at Home In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester Product Tester at Home In-Home Usage Tester Product Tester at Home Product Tester at Home In-Home Usage Tester Product Tester at Home In-Home Usage Tester Product Tester at Home Product Tester at Home Product Tester at Home In-Home Usage Tester Product Tester at Home In-Home Usage Tester Product Tester at Home Product Tester at Home In-Home Usage Tester Product Tester at Home Product Tester at Home In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester Product Tester at Home Product Tester at Home In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester In-Home Usage Tester Newest Jobs
Companies
Yelp ContactMonkey CareGuide Sterling-Turner Two Sigma WeWork Aecom Clearbanc Aerotek Exact Media AsteroidX First Convenience Bank Jane Street AT&T Doordash Shopify Hatchways Vector Marketing Insight Global Amazon Flex Borrowell Creative Circle Square LowCostWebDesignFirm.com Walgreens Clickworker Recovhub American Income Life Instacart TD Bank Scotiabank Paylocity 51talk Top Hat Microsoft Desjardins UnitedHealth Group CI&T Akira Checkout 51 Mobeewave The Youth Connection autoTRADER.ca Xiaomi GoParkr mappedin Hootsuite SnapTravel ScribbleLive Unbounce All Companies
Top Cities
Chicago, Illinois Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs New York, New York Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs Toronto, Ontario Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs Vancouver, British Columbia Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs Calgary, Alberta Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs San Francisco, California Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs Montréal, Quebec Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs Los Angeles, California Sales Jobs Engineering Jobs Marketing Jobs Product Jobs Design Jobs Customer Support Jobs
Navigation
My Profile Log Out

Financial Services Advisor - Full-Time 12-month contract At Meridian Credit Union

Location: Waterloo, Ontario

Job Description

Purpose of the Job:

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 to fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team based business goals. While providing the right financial solutions the incumbent will manage Member portfolios to genuinely build and develop relationships with Members and actively seek to deepen their overall holdings with Meridian. Individuals in this role will be expected to proactively engage in revenue and business generating sales activities, foster relationships with external centres of influence and leverage referrals.


Key Responsibilities:

  • Within approval limits approve or provide recommendations on large and complex credit products such as mortgages, loans, lines of credit, and credit cards based on thorough, accurate and appropriate credit interviewing and underwriting skills
  • Provide investment advice by identifying and promoting Meridian investment offerings and wealth solutions that fit and meet our Members needs
  • Holds Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
  • Actively lead revenue generation and sales based activities in order to achieve performance targets
  • Build external centres of influence to optimize sales and service results
  • Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
  • Identify and drive referrals to appropriate partners in Retail Wealth, Small Business and Commercial
  • Through sales excellence earn the right to ask for business and drive new referrals
  • Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
  • Balance and process daily work in accordance to standard compliance, audit, policies and procedures

Knowledge, Experience and Skills:

  • Post-secondary education at least 3 years of equivalent work experience in a financial services sales environment with a proven track record in sales
  • Mutual fund accreditation (IFIC or CSC) desirable
  • Strong business acumen and financial industry knowledge
  • Passion for sales
  • Excellent organizational and Member service skills
  • Strong technical skills
  • Flexible to work all scheduled hours which may include evenings and weekends

Experience the Difference!

Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Meridian is committed to providing accommodations for people with disabilities. Should you require an accommodation, we will partner with you to meet your needs.

Follow us on Twitter at

@MeridianCareers

Connect with us on LinkedIn:

https://www.linkedin.com/company/meridian-credit-union/careers?trk=top_nav_careers