Financial Services Associate - Full Time

Role overview

Member advice and sales

• Provide credit and investment advice, including complex solutions, and recommend products suited to member needs.
• Meet individual and team business goals through revenue-generating sales, relationship development, and referrals.
• Manage member portfolios, open accounts, and use Meridian tools to identify appropriate opportunities.
• Approve or recommend credit within assigned limits using credit interviewing and underwriting.
• Build external centers of influence and refer business to appropriate retail wealth, small business, and commercial partners.
• Resolve concerns at first contact where possible; refer complex matters to appropriate staff.
• Process daily work according to compliance, audit, policy, and procedure requirements while protecting member confidentiality.

Branch and community contribution

• Work with branch leaders on corporate strategies, programs, business plans, and omnichannel integration.
• Collaborate with branch teams and internal partners to improve member experience and business results.
• Participate in community engagement plans, local activities, and Meridian-hosted events.

Qualifications

• Post-secondary education or at least three years of equivalent work experience in financial services sales, with a proven sales record.
• MFDA licensing is required.
• Strong financial industry knowledge, business acumen, member service, organization, negotiation, communication, and problem-solving skills.
• Able to make decisions, resolve member concerns, manage time, and collaborate with leaders and partners.
• Flexible to work scheduled hours including evenings and weekends.
• Comfortable using virtual technology platforms for member and partner meetings.
• Mutual fund accreditation is required or the candidate must be willing to obtain it.

Technology and development

• The posting values confidence in learning and integrating emerging technology.
• Experience with Microsoft Power Platform and Microsoft Copilot is an asset.

Work location and schedule

• This is an in-office role at the Ottawa–Barrhaven branch, located at 51 Marketplace Ave, Building B, Unit 2, Nepean, Ontario.
• Scheduled hours include evenings and weekends.

Compensation

• Annual salary range is CAD $60,000–$64,000; compensation depends on skills, experience, and internal equity.

Benefits

• Benefits include paid time off, employer-paid health coverage, defined contribution pension matching, financial benefits, tuition reimbursement, and rewards and recognition.

About Meridian