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 strong, 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
• Solid 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.
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📌 Financial Planner Careers at Meridian Collingwood (Owen Sound)
🏢 Meridian Credit Union
📍 Owen Sound