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Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)
Meridian Credit Union Ltd
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toronto, Canada
Location
toronto
Posted
June 18, 2026
Commute
Local Area
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Job Description
Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)
Job Category:RetailRequisition Number:FINAN Posted:April 29, 2026Employment Type:Full-TimeLocation:2238 Bloor Street West, Toronto, Ontario, M6S 1N6 (On-site)Responsibilities
Member ExperienceUnderstand how Meridianβs products and services can add value to our MembersProvide investment advice by identifying and promoting solutions that meet Member needsProvide recommendations on credit products based on accurate underwriting skillsEngage in revenue generation and sales-based activities to achieve performance objectives; build external centres of influenceUse tools to proactively identify opportunities with all Members to deepen relationships and provide flawless service experiencesEmbrace virtual technology platforms and use them to host meetings and engage in communication with MembersMaintain discretion and confidentiality to respect Member privacyEmployee ExperienceAct as an engaged teammate and trusted p...
Job Category:RetailRequisition Number:FINAN Posted:April 29, 2026Employment Type:Full-TimeLocation:2238 Bloor Street West, Toronto, Ontario, M6S 1N6 (On-site)Responsibilities
Member ExperienceUnderstand how Meridianβs products and services can add value to our MembersProvide investment advice by identifying and promoting solutions that meet Member needsProvide recommendations on credit products based on accurate underwriting skillsEngage in revenue generation and sales-based activities to achieve performance objectives; build external centres of influenceUse tools to proactively identify opportunities with all Members to deepen relationships and provide flawless service experiencesEmbrace virtual technology platforms and use them to host meetings and engage in communication with MembersMaintain discretion and confidentiality to respect Member privacyEmployee ExperienceAct as an engaged teammate and trusted p...