Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)

Financial Services Associate - Mutual Fund Licensed (Six-Month Contract) Job Category:

Retail

Requisition Number:

FINAN

Posted:

April 29, 2026

Employment Type:

Full-Time

Location:

2238 Bloor Street West, Toronto, Ontario, M6S 1N6 (On-site)

Responsibilities Member Experience

Understand how Meridian’s products and services can add value to our Members

Provide investment advice by identifying and promoting solutions that meet Member needs

Provide recommendations on credit products based on accurate underwriting skills

Engage in revenue generation and sales-based activities to achieve performance objectives; build external centres of influence

Use tools to proactively identify opportunities with all Members to deepen relationships and provide flawless service experiences

Embrace virtual technology platforms and use them to host meetings and engage...