Financial Services Representative - Full Time

Role overview

Member service and sales

• Understand member needs and recommend suitable financial products and services.
• Complete front-line transactions, open accounts, offer credit and deposit products, and identify wealth referrals.
• Meet individual goals and contribute to team results through proactive sales and relationship-building.
• Provide investment advice and, within approval limits, approve or recommend credit products.
• Process transactions accurately, protect member privacy, resolve concerns and identify ways to improve service.

Team, branch and community

• Coordinate with internal partners and support branch strategies, business plans and Omni Channel integration.
• Participate in team planning, support colleagues’ development and contribute to a collaborative, inclusive workplace.
• Participate in branch and community activities, including local events and community engagement initiatives.

Skills and experience

• Strong business acumen and financial-industry knowledge; strong computer-system knowledge.
• Strong negotiation, interpersonal, written and oral communication skills, with the ability to resolve member concerns.
• Effective organization, time management and problem-solving skills; able to make decisions and provide personable service.
• Post-secondary education or equivalent financial-services sales experience is an asset.
• Experience with Microsoft Power Platform or Microsoft Copilot is an asset.

Schedule

• Must be flexible to work scheduled hours that include evenings and weekends.

Compensation

• Salary range is CAD 50,000 to CAD 53,000 annually; placement depends on skills, experience and internal equity.

Workplace

• The role is based in-office at Meridian’s Barrie branch.

Benefits

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