Financial Services Representative - Full Time

Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals

Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace

Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results

Promote Meridian in your community by participating in community activities or events while demonstrating our values

Support local community organizations and activities through Business Development and Good Neighbour Program including planning, preparation, and delivery of Meridian hosted community events

Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge

Post-secondary education with previous work experience in a customer service sales environment and/or, previous work experience in a financial services sales environment is considered an asset

Flexible to work all scheduled hours which include some evenings and Saturdays

Proven understanding of computer systems and programs including Microsoft Office, and Outlook

Strong negotiation, interpersonal, written, and oral communications skills

Effective organizational time management, and problem-solving skills

Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth , community impact , and future-readiness . As the financial landscape evolves, we’re looking for team members who bring:

Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.

Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.

Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

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

Employer-paid health benefits

Defined contribution pension matching

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

Tuition reimbursement program

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.

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 is committed 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.

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.

Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page. Meridian never asks candidates to apply through third‑party links that do not redirect to our Careers portal (UltiPro). For more tips on how to protect yourself from job scams visit Protect yourself from job scams | Meridian .