Job Description
Licensed Financial Services Associate - Full Time
Job Category: Retail
Requisition Number: FINAN
Job Type: Full Time
Location: 4520 Ontario Street, Beamsville, ON L3J 0B7
Description
As a senior member of the branch sales/leadership team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals, managing Member portfolios, building and developing relationships with Members, and positioning Meridian’s products and services to add value to Member financial well‑being.
...