Financial Services Advisor (Mutual Fund Licensed) For Niagara Region!

If you are looking to bring your career to the next level, this could be your opportunity!
Here is what we look for:

• Problem Solver: Demonstrates being able to mitigate and resolve Member Concerns
• Communicator: Strong negotiation, interpersonal, written and oral communications skills.
• Minimum of 3 years as a Financial Service Representative and/or Financial Advisor in a financial services sales environment (Bank or Credit Union)
• Flexible to work all scheduled hours which could include some evenings and Saturdays. Our branches are not open Sundays!
• In process of obtaining an MFDA license or already have one in good standing.
• Team Player: Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.
• SME: Strong business acumen and financial industry knowledge
• Demonstrated experience working with lending products and investment products.
• Innovator: Demonstrate an innovative mindset by bringing new ideas forward, while staying on top of trends in the marketplace

If you said yes to all of the above, then read below!
Experience the difference at Meridian: What’s in it for you?

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

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.
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.

• Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
• 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.
• Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.
• Is Highly Engaged
• Communicates thoughts and ideas openly
• Demonstrates empathy with colleagues
• Respects others and their opinions/ideas
• Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
• 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.
• Actively participate and support the team in the planning process, assisting with implementation and providing feedback.
• 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.

• Works with the Branch leadership team, to champion and implement corporate strategies and programs for the branch.
• Serves Members with excellence
• Removes systemic barriers to exceptional Member Experience.
• To appropriate partners in Retail Wealth, Small Business and Commercial
• Balance and process daily work in accordance to standard compliance, audit, policies and procedures
• Through sales excellence earn the right to ask for business and drive new referrals
• Maintain discretion and confidentiality to respect Members privacy.
• Understands how Meridian’s products and services can add value to our Members
• Build external centres of influence to optimize sales and service results
• Demonstrates patience in difficult situations
• Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
• Shows empathy to Members’ perspectives
• Demonstrates excellent listening and strong consultative skills.
• Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members
• Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
• Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee.
• Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
• Engage in revenue generation and sales based activities in order to achieve performance objectives.
• Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
• Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.
• Open new Member accounts using account opening strategies

Innovation
Establishing a compelling vision and executes on strategy.

• Develops cross functional relationships
• 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.
• Working with the Branch leadership, execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.
• Knows the business and their function deeply
• Communicates effectively
• Takes initiative and accountability – knows what needs to get done
• Understands their role in the organization

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.

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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