Investment Banking Analyst analyzing data, risks, and management policies for Desjardins. Preparing recommendations, reports, and action plans in hybrid Toronto role.
About the role
- Financial Services Associate advising Meridian Credit Union members on banking, credit, and investments. Managing portfolios, growing relationships, and driving sales through Contact Centre channels.
Responsibilities
- Understand Members’ financial needs and provide appropriate advice and recommendations
- Offer complex credit and investment advice
- Identify and promote Meridian products and services
- Meet and exceed individual and team business goals
- Manage Member portfolios and build relationships
- Align financial strategies with Wealth, Small Business, and Mobile Mortgage Specialist partners
- Engage in revenue-generating and sales activities
- Open new Member accounts
- Provide credit recommendations or approvals within limits using credit interviewing and underwriting skills
- Build external centres of influence
- Use Meridian tools to identify opportunities and deepen Member relationships
- Host virtual meetings and communicate with Members
- Generate referrals to Retail Wealth, Small Business, and Commercial partners
- Resolve issues at first point of contact and refer complex concerns
- Process daily work in accordance with compliance, audit, policies, and procedures
- Maintain Member privacy and confidentiality
- Participate in Contact Centre planning, strategy, and business plans
- Support the Digital Ambassador Program and Omni Channel integration
- Participate in community engagement activities and events
- Promote Meridian Credit Union and support local community organizations
Requirements
- Post-secondary education or at least 3 years of equivalent work experience in a financial services sales environment
- Proven track record in sales
- Minimum MFDA licensing required
- Strong business acumen and financial industry knowledge
- Excellent organizational and Member service skills
- Strong knowledge of computer systems
- Availability for scheduled hours including evenings and weekends
- Strong negotiation, interpersonal, written and oral communication skills
- Ability to mitigate and resolve Member concerns
- Effective time management and problem-solving skills
- Ability to grasp concepts and processes quickly
- Ability to partner and influence
- Ability to use virtual technology platforms
- Ability to collaborate with leadership on strategic plans and recommendations
- Experience with Microsoft Power Platform and Microsoft Copilot considered an asset
- Critical thinking, data-driven decision-making, curiosity, and flexibility
Benefits
- Paid vacation time and other time off
- Employer-paid health benefits
- Defined contribution pension matching
- Free banking and special rates on mortgages, lines of credit and more
- Tuition reimbursement program
- Unique rewards and recognition program
- Flexible hours
- Home office work within Ontario
- Training, tools and technology
- Inclusive and collaborative work environment
- Opportunities to learn from diverse industry leaders
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