Senior Financial Services Associate Position

Advance your career as a Senior Financial Services Associate at Meridian in Guelph, Ontario. This on-site role centers around providing strategic financial solutions that foster Member success and satisfaction.
As an integral part of the Meridian team, you will leverage your skills to understand the distinct financial needs of Members and recommend appropriate products. Your ability to exceed established sales goals and maintain robust relationships will drive the success of both our Members and branch team.
Key Responsibilities:
• Assess financial needs to provide tailored solutions
• Enhance Member relationships through direct engagement
• Drive revenue through proactive sales initiatives
• Collaborate with cross-functional teams for holistic service
• Engage in ongoing professional development activities
Requirements:
• At least 3 years in financial services sales
• Valid MFDA license required
• Strong negotiation and problem-solving skills
• Will...