Financial Services Associate - Licensed - Full Time, Courtice

Financial Services Associate - Licensed - Full Time Job Category:

Retail

Requisition Number:

FINAN007339

Posted: May 26, 2026

Full-Time• On-site

Locations Showing 1 location

Speedvale, Guelph, ON N1H 1C3, CAN

Description Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

As A Licensed Financial Services Associate:

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. While providing the right financial solutions, the incumbent will manage Member portfolios to genuinely build and develop relationships with Members. While actively positioning Meridian’s products and services to add value to our Members financial well-being.

With your growth mindset you are adaptive, resilient, resourceful and creative. Seeking and receptive to feedback to continuously improve and learning from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion. As you take initiative and accountability you are joining a team that provides autonomy to get things done and will be accountable for a variety of support functions within the branch.

Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and“Bringing the Member Experience to life”.

The Financial Services Advisor will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.

In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team-based business results. This role is expected to proactively engage in revenue generating and sales-based activities, foster and deepen Member relationships and refer business to other channels.

What you’ll do:

Employee Experience

Part of an engaged team that is aligned to key business drivers and delivering on outcomes.

Is Highly Engaged

Demonstrates empathy with colleagues

Communicates thoughts and ideas openly

Respects others and their opinions/ideas

Values diversity of thought and promotes inclusion

Be a highly engaged team player working co-operatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners.

Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian

Actively participate and support the team in the planning process, assisting with implementation and providing feedback.

Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.

Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.

Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross-functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals.

Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program

Member Experience

Delivers an exceptional Member experience and offers insights to continually grow our Member Experience.

Serves Members with excellence

Demonstrates patience in difficult situations

Shows empathy to Members’ perspectives

Understands how Meridian’s products and services can add value to our Members

Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.

Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills

Engage in revenue generation and sales based activities in order to achieve performance objectives.

Open new Member accounts using account opening strategies

Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions

Build external centres of influence to optimize sales and service results

Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences

Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members

Through sales excellence earn the right to ask for business and drive new referrals

To appropriate partners in Retail Wealth, Small Business and Commercial

Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff

Balance and process daily work in accordance to standard compliance, audit, policies and procedures

Works with the Branch leadership team, to champion and implement corporate strategies and programs for the branch.

Maintain discretion and confidentiality to respect Members privacy.

Demonstrates excellent listening and strong consultative skills.

Removes systemic barriers to exceptional Member Experience.

Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee.

Community Experience

Participate and execute with the team our Community engagement plan

Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values

Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.

What you can bring to Meridian Knowledge, Skills, and Abilities

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. Must be able to mitigate and resolve Member Concerns

Effective organizational time management, and 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, while staying on top of trends in the marketplace

Member Experience focused, with the enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions

Member Focus - Personally demonstrating that our Members are our highest priority

Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service

Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships

Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively

Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals

Integrity - Doing the right thing by always acting with openness, honesty and respect

Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports

Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

Education, Work Experience, and Professional Designations/Certifications

Post-secondary education at least 3 years of equivalent work experience in a financial services sales environment with a proven track record in sales

At minimum MFDA licensing is required

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process

Salary Range: CAD $52,000– $78,000 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! This role is in office at 200 Speedvale Avenue West, Guelph, ON N1H 1C3.

What’s in it for you As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:

Paid vacation time, and other time off

Financial benefits including free banking, and special rates on mortgages, lines of credits and more

Unique rewards and recognition program

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

Our Story:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and iscommitted to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Our Commitment to You:

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

Please note: Meridian posts jobs on our official Careers Site, LinkedIn, and Indeed. Verify any posting that does not direct to our Careers page.

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