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 specialists




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.

📌 Financial Planner Careers At Meridian Collingwood Owen Sound
🏢 Meridian Credit Union
📍 Owen Sound