Financial Services Associate - Full Time - 6 Month Contract
On-siteMaple, Ontario, Canada
Job Summary
Conduct large or complex credit and investment advice for members while managing portfolios to build lasting relationships. Proactively identify and promote Meridian products, open new accounts, and refer business to Wealth, Small Business, and Mobile Mortgage partners. Meet individual and team-based sales goals through revenue-generating activities and digital engagement using virtual technology platforms. Resolve member concerns at first point of contact and adhere to compliance, audit, and policy standards. Work evenings and weekends as part of the branch leadership team to champion corporate strategies and implement branch business plans.
Required Qualifications
- Post-secondary education
- At least 3 years of equivalent work experience in a financial services sales environment
- Proven track record in sales
- MFDA licensing
Desired Qualifications
- Strong desire for career growth within the financial services industry
- Strong business acumen and financial industry knowledge
- Excellent organizational and Member service skills
- Strong knowledge of computer systems
- Flexible to work all scheduled hours which include evenings and weekends
- Ability to make decisions, act decisively and provide friendly and personable service
- Strong negotiation, interpersonal, written and oral communications skills
- Ability to mitigate and resolve Member Concerns
- Effective organizational time management
- Problem-solving skills
- Ability to grasp concepts and processes quickly
- Demonstrated ability to partner and influence
- Embrace virtual technology platforms for use in both Member and Meridian partner meetings
- Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian's strategic objectives
- Proven track record of bringing new ideas forward
- Staying on top of trends in the marketplace
- Member Focus
- Proactive
- Open Communication
- Business Savvy
- Partner Orientation
- Integrity
- Talent Developer
- Creates a Supportive and Positive Team Environment
- Embedding & leveraging technology
- Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working
- Experience with low/no code tools like the Microsoft Power Platform
- Experience with generative AI productivity tools like Microsoft Copilot
- Critical Thinking
- Data Driven
- Curiosity & Flexibility
- Comfortable navigating and embracing change
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