Location
pelham, on, Canada
Posted
June 16, 2026
Job Description
Enhance the member experience as a Financial Services Advisor at Meridian, where you'll deliver focused financial advice and exceptional service in every interaction.
In this role, you will tackle front-line transactional services and advisory sales, ensuring members receive personalized solutions that fulfill their financial needs. Your autonomy in resolving member concerns will foster long-lasting relationships and enable you to actively participate in community initiatives.
Key Responsibilities:
• Address member requests and promote appropriate financial solutions
• Advise on credit products and investment opportunities
• Maintain discretion and confidentiality of member information
• Engage in community outreach to foster connections
• Collaborate internally to meet Retail Experience objectives
Requirements:
• Experience in customer service or financial services field
• Excellent negotiation and communication abilities
• Proficiency with digital too...
In this role, you will tackle front-line transactional services and advisory sales, ensuring members receive personalized solutions that fulfill their financial needs. Your autonomy in resolving member concerns will foster long-lasting relationships and enable you to actively participate in community initiatives.
Key Responsibilities:
• Address member requests and promote appropriate financial solutions
• Advise on credit products and investment opportunities
• Maintain discretion and confidentiality of member information
• Engage in community outreach to foster connections
• Collaborate internally to meet Retail Experience objectives
Requirements:
• Experience in customer service or financial services field
• Excellent negotiation and communication abilities
• Proficiency with digital too...