Financial Services Advisor - Mutual Funds Licensed

Meridian Credit Union
Scarborough, ON
30+ days ago
Meridian Credit Union
Meridian Credit Union
meridiancu.ca

Job Description

Who we are:

Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we’re committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives!

Find our story here: About Meridian

Our Retail Banking Practice:

At Meridian, our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven value proposition to our Members.

We have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”. We deliver Advice based banking, providing tools that reduce complexity, offering information, and motivating our Members to reach their overall financial goals.

We thrive through our growth mindset – being adaptive, resilient, resourceful and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.

Our Retail teams work alongside our partners and align financial strategies and activities to support our Members holistic financial growth – Wealth, Small Business, and Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.

We are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.


About this role:

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience.

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.

This role is ideal for individuals who are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.


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.


Innovation


Establishing a compelling vision and executes on strategy.

  • Takes initiative and accountability – knows what needs to get done
  • Communicates effectively
  • Knows the business and their function deeply
  • Understands their role in the organization
  • Develops cross functional relationships
  • Working with the Branch leadership, execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.
  • Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.
  • Participating in the development and implementation of branch business plans.


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:

  • Strong desire for career growth within the financial services industry
  • Strong business acumen and financial industry knowledge
  • 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
  • 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.
  • 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
  • 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.


Experience the difference at Meridian: What’s in it for you?

  • Opportunity to work within, create, and drive a culture of growth and innovation.
  • Inspire a positive work environment and help champion quality service, innovation, teamwork to assist our Members.
  • Learn voraciously, stretch you and your team’s thinking, share your knowledge and educate others!
  • Cultivate winning relationships & building trust
  • Share our commitment to productivity, effectiveness and operational efficiency.
  • Be an agent of change, help others to embrace it and watch amazing things happen!
  • Help your community through a variety of outreach programs!


Experience the Difference!

Meridian 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.

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.

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@MeridianCareers

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