Drive your financial planning career with Meridian as a Senior Financial Planner, focusing on holistic wealth management solutions. This hybrid role empowers you to build solid relationships with Members.Meridian's Wealth team is seeking a Senior Financial Planner to help Members navigate their financial aspirations. You will engage in effective discovery meetings to create actionable plans, ensuring client trust and satisfaction. Your collaboration with various financial professionals will enhance the value provided to every Member,



while also contributing positively to Meridian's growth objectives.Key Responsibilities:Conduct discovery meetings to assess Member needsCollaborate effectively with various internal partnersCreate comprehensive plans focusing on education and investmentProvide education on wealth management productsMonitor and adjust plans as Member circumstances changeRequirements:At least 7 years of relevant financial experienceRequired to hold IIROC licensing; PFP or CFPExpertise in wealth management and investment strategiesExcellent client communication and engagement skillsDemonstrated ability to manage multiple priorities efficientlyYour expertise in financial strategies will contribute to Meridian's mission of helping Members achieve their goals.

📌 Senior Financial Planner - Wealth Management (Cambridge)
🏢 Meridian Credit Union
📍 Cambridge