About This Opportunity: Financial Services Associate - Full Time - C$52,000 - C$78,000 A Year - No Experience Required (Millbrook)
Meridian Credit Union is currently seeking a Financial Services Associate - Full Time - C$52,000 - C$78,000 A Year - No Experience Required (Millbrook) to join their team in Millbrook.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Our Retail Banking Practice Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members. We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice‑based banking while providing tools that reduce complexity, offer the right information, and motivate our Members to reach their overall financial goals. Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth. As Financial Services Associate You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or more complex credit and investment advice. You will also be responsible for meeting and exceeding specific individual and team–based business goals while managing Member portfolios to genuinely build relationships with Members. What you’ll do: Member Experience Understand how Meridian’s products and services can add value to our Members Provide investment advice by identifying and promoting solutions that meet our Member needs Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills Engage in revenue generation and sales based activities to achieve performance objectives; build external centres of influence to optimize sales and service results Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members Maintain discretion and confidentiality to respect Member’s privacy Employee Experience 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 Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team Community Experience Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events What you can bring to Meridian: Recent University graduate with 4 year degree in Business or Economics Candidate should be fresh out of university with no work experience Strong business and financial industry knowledge, with a desire for career growth within the financial services industry At minimum, MFDA licensing is required for most roles 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, including coaching and leadership skills Effective organizational time management, and problem‑solving skills This role represents an existing vacancy. Internal candidates are being considered as part of our standard process. Salary Range CAD $52,000 – $78,000 annually. Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process. Location Join us! This role is in office at 450 Garrison Rd. Unit 14 Fort Erie, ON L2A 1N2. Build the Future of Banking with Us 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’r
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Meridian Credit Union?Meridian Credit Union offers a supportive work environment in Millbrook, where employees can grow and develop their skills. This Financial Services Associate - Full Time - C$52,000 - C$78,000 A Year - No Experience Required (Millbrook) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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Don't miss this opportunity for Financial Services Associate - Full Time - C$52,000 - C$78,000 A Year - No Experience Required (Millbrook) at Meridian Credit Union in Millbrook.
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