Description

Job Category : Retail

Requisition Number : JOINO

Locations: Showing 1 location

Toronto Corporate Office
Etobicoke, ON M8X 2X3, CAN

What you’ll do

As a senior member of the branch sales/leadership 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 complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the incumbent will manage Member portfolios to genuinely build and develop relationships with Members. While actively positioning Meridian’s products and servic...