Advisor Experience Specialist
Etobicoke, ONMeridian 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, ONMeridian 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
Financial Services Representative - Full Time
Orillia, ONMeridian Credit Union Limited: As a company that puts people first.
Candidates need a strong interest in financial services, good computer skills, and excellent listening, negotiation and communication abilities. They must be able to resolve member concerns, work flexible hours including evenings and weekends, and show a passion for member experience.
computer systems, virtual technology platforms