Senior Financial Services Associate at Meridian

Join Meridian as a Senior Financial Services Associate, where you will harness your expertise to deliver tailored financial solutions while proactively enhancing Member experiences in Owen Sound. This role emphasizes complex investment advice and robust client relationship management.
As a key member of the branch leadership, you will take charge of understanding and fulfilling the financial needs of our Members. You'll engage in sales-driven activities to promote Meridian's services while meeting specific business goals and enhancing Member relationships. Your role includes offering credit advice and nurturing connections with other internal partners to optimize financial solutions.
Key Responsibilities:
• Understand and assess Member financial needs
• Provide complex credit and investment advice
• Engage in revenue-generating activities to meet objectives
• Manage and grow Member portfolios effectively
• Collaborate with internal partners for enhanced service
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