Explore future investment specialist roles with Meridian Credit Union in Collingwood. We seek certified financial planners to support our Wealth team and guide members towards financial success.

As part of Meridian's Wealth team, Investment Specialists/Financial Planners will engage with members to understand their financial goals and risk tolerance. Using tools like CSC, CPH, and WME certifications, you'll provide tailored strategies in investment and retirement planning. This role encourages proactive relationship-building with members and internal teams to foster financial peace of mind.

Key Responsibilities:



• Conduct discovery meetings to recommend tailored financial plans • Collaborate with branch partners to drive member acquisition • Educate members on investment options and associated costs • Provide transparent investment performance reports • Champion community seminars on financial planning topics

Requirements: • Minimum 3 years of experience in financial services • Completion of CSC, CPH, and WME certifications • Progress towards PFP or CFP required • In-depth knowledge of wealth management products and strategies • Solid ability to develop relationships and identify business prospects

Utilize your expertise in financial planning and investment management to make a meaningful impact at Meridian in Collingwood. #J-18808-Ljbffr

📌 Investment Specialist Opportunities In Collingwood Winnipeg
🏢 Meridian Credit Union
📍 Winnipeg