Elevate member experiences at Meridian as a Licensed Financial Services Associate based in Ontario. Your role will involve understanding financial needs and providing valuable product recommendations.
As a vital member of our branch sales and leadership team, you will bring at least three years of relevant experience, engaging actively in revenue-generating activities. Your expertise will help manage member portfolios while ensuring compliance with industry standards, thus delivering an exceptional member experience.
Key Responsibilities:
• Consult on credit and investment products
• Actively engage in sales activities and referrals
• Ensure compliance with credit limits and underwriting standards
• Communicate professionally to resolve member issues
• Participate in community engagement and promotional events
Requirements:
• Post-secondary education plus 3 years experience
• MFDA licensing required
• Strong financial industry knowledge and organization...