Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)

Financial Services Associate - Mutual Fund Licensed (Six-Month Contract)

Job Category: Retail

Requisition Number: FINAN

Posted: April 29, 2026

Employment Type: Full-Time

Location: 2238 Bloor Street West, Toronto, Ontario, M6S 1N6 (On-site)

Responsibilities

Member Experience

• Understand how Meridian’s products and services can add value to our Members
• Provide investment advice by identifying and promoting solutions that meet Member needs
• Provide recommendations on credit products based on accurate underwriting skills
• Engage in revenue generation and sales-based activities to achieve performance objectives; build external centres of influence
• Use tools to proactively identify opportunities with all Members to deepen relationships and provide flawless service experiences
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