Advisor Experience Specialist
Etobicoke, ONMeridian Credit Union Limited: As a company that puts people first.
5+ YOECandidates 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
Financial Services Associate - Full Time - 18 Month Contract
Cambridge, ONMeridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need a strong desire for career growth in financial services, solid business and financial industry knowledge, and excellent Member service and communication skills. Computer systems knowledge, flexibility for evenings and weekends, and willingness to obtain mutual fund accreditation are also required.
Meridian internal tools, Virtual meeting platforms