Join Meridian Credit Union as a Financial Planner in Collingwood, focusing on member wealth management and personalized financial advice. We're looking for certified professionals to enhance our Wealth team. In the role of Investment Specialist/Financial Planner, you'll provide customized financial strategies to help our members achieve their goals.

Your certifications in CSC, CPH, and WME will be essential for establishing solid, trust-based relationships. You’ll collaborate with various internal partners to deliver holistic solutions and contribute to the growth of our Wealth services. Key Responsibilities:

- Design personalized financial plans through member discovery
- Facilitate collaboration with other financial professionals




- Guide members through investment risks and strategies
- Prepare detailed investment performance reports
- Lead financial planning workshops for community engagement Requirements:
- At least 3 years of relevant financial services experience
- Completion or near completion of CSC, CPH, and WME
- Progress towards PFP or CFP designations
- Strong knowledge of wealth management principles
- Proven success in business development and member outreach Bring your financial planning expertise and dedication to member service to Meridian in Collingwood.

📌 Financial Planner Careers at Meridian Collingwood (Owen Sound)
🏢 Meridian Credit Union
📍 Owen Sound