indeed
Licensed Financial Services Associate - Full Time
Meridian Credit Union
Ancaster, CAN
Mid-Senior
Onsite
$60,000–$69,000 annually
Discovered 2 weeks ago
Financial services salesInvestment adviceCredit interviewing and underwritingMFDA licensingMember relationship managementAccount opening
Free
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Ready to ScanKey skills for this role
Financial services salesInvestment adviceCredit interviewing and underwriting
Role Overview
The Licensed Financial Services Associate is a senior member of the branch sales and leadership team.
The role provides credit and investment advice, promotes financial products, manages Member portfolios, and delivers against individual and team business goals.
Key Skills for This Role
Financial services salesInvestment adviceCredit interviewing and underwritingMFDA licensingMember relationship managementAccount opening
Full Job Posting
Meridian and Retail Banking
Meridian Credit Union provides advice-based banking focused on Member financial growth and community impact.
Retail teams work with Wealth, Small Business, and Mobile Mortgage Specialists to support holistic Member financial needs.
Role Overview
The Licensed Financial Services Associate is a senior member of the branch sales and leadership team.
The role provides credit and investment advice, promotes financial products, manages Member portfolios, and delivers against individual and team business goals.
Employee Experience and Collaboration
- Work cooperatively with branch peers, corporate office, and Member Experience partners.
- Develop measurable goals with the Manager and support planning, implementation, feedback, and continuous learning.
- Build internal relationships and participate in branch activities that expand Member relationships and grow share of wallet.
Member Experience
- Deliver an exceptional Member experience and provide investment and credit solutions aligned with Member needs.
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