Role listed
Financial Services Advisor
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Toby Patton Email & Phone Number
Meridian Credit Union at Financial Services Advisor
at
Financial Services Advisor
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Financial Services Advisor
Role
Meridian Credit Union at Financial Services Advisor
Location
Hamilton, Ontario, Canada
Who is Toby Patton? Overview
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Toby Patton is listed as Meridian Credit Union at Financial Services Advisor at Financial Services Advisor, based in Hamilton, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Toby Patton.
Toby Patton previously worked as Meridian Credit Union at Financial Services Advisor. Toby Patton holds Bachelor'S Degree, Finance And Financial Management Services from Mcmaster University.
Profile bio
About Toby Patton
As a member of the branch sales team, the primary responsibilities are to understand the financial needs of our Members and provide the appropriate advice and recommendations. Which include opening new accounts, offering credit, deposit, and wealth advice and solutions as well as proactively identifying and promoting opportunities for other Meridian products and services.I am responsible for meeting and exceeding specific individual goals and contributing towards team based business results.Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skillsProvide deposit and wealth advice by identifying and promoting Meridian investment offerings and solutions that fit and meet our Member needsOpen new Member accounts using account opening strategiesDevelop rapport with Members, identifying Member needs and expectations and align products and services based on the identification of those needsEngage in revenue generation and sales based activities in order to achieve performance objectivesProactively identify and promote referral opportunities will all Members to appropriate partners in retail, wealth, mobile, small business and commercial...
Current workplace
Toby Patton's current company
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Financial Services Advisor
3 roles
Toby Patton work experience
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Role listed
Financial Services Advisor
Meridian Credit Union
Financial Services Advisor
The Meridian Experience!A different employment experienceAre you looking for an employer who shares your passion and enthusiasm? Do you want a job where you know you’re making a difference, every day you come to work? Do you want a challenging career with an organization that gives back to the community and whose employees embrace corporate social responsibility? Consider Meridian as a way you can grow your career with us. Where you’ll be involved in local decision making,… Show more The Meridian Experience!A different employment experienceAre you looking for an employer who shares your passion and enthusiasm? Do you want a job where you know you’re making a difference, every day you come to work? Do you want a challenging career with an organization that gives back to the community and whose employees embrace corporate social responsibility? Consider Meridian as a way you can grow your career with us. Where you’ll be involved in local decision making, work hands-on in finding solutions for our Members, where everyone works together to achieve our personal and financial goals. We’ll provide an inspirational environment that’s open and collaborative that empowers you to reach your professional goals and excel in the work of fulfilling our vision. Show less
1 education record
Toby Patton education
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Mcmaster University
FAQ
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What company does Toby Patton work for?
Toby Patton works for Financial Services Advisor.
What is Toby Patton's role at Financial Services Advisor?
Toby Patton is listed as Meridian Credit Union at Financial Services Advisor at Financial Services Advisor.
Where is Toby Patton based?
Toby Patton is based in Hamilton, Ontario, Canada while working with Financial Services Advisor.
What companies has Toby Patton worked for?
Toby Patton has worked for Financial Services Advisor.
How can I contact Toby Patton?
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What schools did Toby Patton attend?
Toby Patton holds Bachelor'S Degree, Finance And Financial Management Services from Mcmaster University.
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