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Financial Services Associate - Full Time - 6 Month Contract

Meridian Credit Union Ltd

vaughan, york region, Canada Full-time July 09, 2026

Found Description

Financial Services Associate - Full Time - 6 Month Contract

Job Category: Retail

Requisition Number: FINAN

Posted: July 3, 2026 • Full-Time • On-site

Locations

Major Mac & McNaughton
Maple, ON L6A 4R9, CAN

Description

Financial Services Advisor responsibilities include understanding Member financial needs, providing advice and recommendations, managing portfolios, and meeting sales goals. They collaborate with Wealth, Small Business, and Mobile Mortgage Specialists to deliver member‑centric solutions. The advisor focuses on member experience, revenue generation, product promotion, and compliance.

What you’ll do

  • Deliver exceptional member experience and provide investment advice.
  • Approve or recommend credit products within approval limits.
  • Open new member accounts and support virtual technology platforms.
  • Engage in sales‑based activities to meet performance obje...

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