Location
beamsville, on, Canada
Posted
July 08, 2026
Job Description
Join Meridian in Beamsville as a Licensed Financial Services Advisor and play a pivotal role in helping members achieve financial health. Provide tailored advice on credit and investment solutions.
In this full-time role, you will be a vital part of the leadership team, focusing on member needs and promoting financial products that enhance well-being. Duties include managing portfolios, achieving sales targets, and delivering high-quality service. Your proactive approach will help build trust and loyalty among members.
Key Responsibilities:
• Assess and meet members' financial requirements
• Provide targeted investment and credit advice
• Achieve sales and performance targets
• Develop strong member relationships
• Promote Meridian’s value-driven services
Requirements:
• Post-secondary education or 3+ years in financial roles
• Must hold MFDA licensing
• Strong interpersonal and organizational skills...
In this full-time role, you will be a vital part of the leadership team, focusing on member needs and promoting financial products that enhance well-being. Duties include managing portfolios, achieving sales targets, and delivering high-quality service. Your proactive approach will help build trust and loyalty among members.
Key Responsibilities:
• Assess and meet members' financial requirements
• Provide targeted investment and credit advice
• Achieve sales and performance targets
• Develop strong member relationships
• Promote Meridian’s value-driven services
Requirements:
• Post-secondary education or 3+ years in financial roles
• Must hold MFDA licensing
• Strong interpersonal and organizational skills...