Become a Senior Financial Planner at Meridian in Guelph, Ontario and contribute to meaningful financial planning that empowers our Members. Utilize your skills in investment and estate planning to tailor impactful strategies. In this position, you will manage a diverse portfolio of Member accounts, ensuring financial peace of mind through proactive advice.

You will collaborate with a range of internal partners, fostering relationships that enhance services provided to Member communities, ultimately striving for the growth of Meridian’s Wealth brand. Key Responsibilities:
Conduct effective financial planning meetings with Members
Collaborate with a team of financial experts for best outcomes
Drive business development and wealth penetration initiatives




Regularly revisit and refine financial plans based on Member needs
Educate Members on risks and investment opportunities Requirements:
7+ years in financial planning/advisory roles
IIROC licensing with PFP or CFP designation
In-depth knowledge of financial strategies and regulations
Robust ability to build Member relationships
Proficient in using financial management software Leverage your financial expertise to positively impact Meridian Members and thrive in a agile wealth management workplace.

📌 Guelph Senior Financial Planner Role
🏢 Meridian Credit Union
📍 Guelph