Meridian Hybrid Financial Services Associate

Become a part of Meridian’s hybrid Contact Centre as a Financial Services Associate. Drive member satisfaction through expert financial advice and relationship management.
In this senior contact centre role, your primary focus will be to assess and recommend appropriate financial solutions, including credit and investment advice. You will play a crucial role in expanding member relationships and achieving both individual and team sales goals. Your enthusiasm for member engagement will foster long-term connections.
Key Responsibilities:
• Assess member financial requirements and provide recommendations
• Promote and manage member portfolios effectively
• Drive sales through proactive engagement and referrals
• Maintain accredited knowledge of mutual funds and markets
• Facilitate meetings with members using digital tools
Requirements:
• Three years of experience in financial sales required
• MFDA licensing mandatory
• High level of proficiency with digit...