Advisor Experience Specialist
Etobicoke, ONTemps plein
Meridian Credit Union Limited: As a company that puts people first.
5+ ansCandidates need five to seven or more years of investment sales, financial planning, wealth management or advisor-support experience, plus a degree or equivalent. Strong coaching, facilitation and communication skills, and comfort with CRM and digital tools, are required.
Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel
Member Services Representative - Part-Time - Fonthill Branch
Fonthill, ON45k–49k $/anTemps partiel
Meridian Credit Union Limited: As a company that puts people first.
Candidates need a sales-oriented background from a front-line or service role, a high school diploma or relevant experience, strong computer and communication skills, and flexibility for evening and weekend shifts.
computer systems, virtual technology platforms