Job Description
Elevate Member experiences with Meridian as a Financial Services Associate located in Markham, Ontario. Your focus will be on providing tailored financial solutions and excellent service to our Members, enhancing their financial well‑being. In this role, you will engage with Members to understand their financial goals, offering insightful investment and credit advice.
Key Responsibilities:
- Assess and address Member financial needs with insightful advice
- Enhance existing Member relationships and expand service opportunities
- Collaborate with various teams for integrated financial solutions
- Drive sales and revenue through targeted initiatives
- Maintain high standards of compliance in all financial dealings
Requirements:
- 3+ years in a financial services sales environment
- MFDA licensing is mandatory
- Solid service orientation and organizational skills
- Knowledge of marketplace ...