Financial Services Expert at Meridian Markham

Join Meridian in Markham as a Financial Services Associate, focusing on delivering exceptional financial solutions and services to our Members. Engage directly to enhance their financial well-being.
As a Financial Services Associate, you'll play a key role in understanding Members' financial goals and providing tailored advice. You'll enhance existing relationships and find opportunities to serve them better, all while collaborating with various teams for integrated solutions. Compliance and high service standards are essential to success in this role.
Key Responsibilities:
• Address Member financial needs with insightful solutions
• Enhance relationships and grow service opportunities
• Team up with colleagues for comprehensive financial strategies
• Generate sales through innovative initiatives
• Ensure compliance in all financial interactions
Requirements:
• Minimum of 3 years in a financial services sales role
• Must hold MFDA licensing
• Strong ser...