Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

We are seeking Investment Specialists/Financial Planners within Collingwood Area for future opportunities on our Wealth team We are specifically interested in individuals who have obtained their CSC, CPH, and WME certifications to meet the proficiency requirements for becoming registered with a CIRO Investment Dealer firm.

Apply today if you are interested in a potential chance with us

As an Investment Specialist (IS)/Financial Planner (FP)

You will be a part of the Wealth team and take a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Financial Planners and Investment Specialists are skilled in recommending customized strategies pertaining to investments, education, retirement & estate planning, risk management and basic tax issues.

In managing a portfolio of Member accounts through the provision of relevant, effective advice, our IS/FPs will earn trust and build relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Investment Advisors, Small Business Advisors, Commercial Relationship Managers, Insurance Representatives and Estate and Trust specialists, they will ensure our Members’ financial peace of mind, through the crafting of holistic strategies that will help them accumulate assets today and preserve wealth for the future.





They will contribute to the Wealth growth objectives established for their partner branches and Meridian as a whole by building new Member relationships within your local market community while also building upon the relationships created with existing Meridian Members.

What you will do:

Business Impact

- Through effective discovery meetings supporting well-informed recommendations the IS/FP ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
- Works collaboratively with the Regional Vice President, Wealth, Senior Practice Management Coach, and other licensed professionals as a member of a high performing team to establish a business plan to achieve sales growth and profitability targets, initiating course correction as necessary to increase the probability of achieving success.
- Responsible to grow wealth penetration rates within partner branches through internal and external new Member business development activities in coordination with Retail, Small Business, Wealth and Commercial partners.

Sales & Service

- Through use of a thorough discovery process the IS/FP anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the IS/FP will look to refer opportunities to relevant Meridian partners.
- With the Member’s goals and best interests in mind,



regularly reviews Member’s objectives and plans to determine whether life changes, economic changes or relevant planning metrics indicate a need for plan reassessment.
- Educates Members on relevant investment options and investment costs and provides trusted financial advice and service, clearly articulating the rationale for recommendations complimented by a clear understanding of the risks involved.
- Through a holistic view of the Members finances, the IS/FP helps Members balance the acquisition of assets against the need for liquidity to meet day to day expenses.
- With the confidence that Meridian knows our Members best and can therefore best serve our Members, the IS/FP strives to bring our Members full financial services portfolio to Meridian thereby increasing Meridian’s share of wallet.
- Possesses current knowledge of all key wealth and retail banking products and services, understanding the benefits and constraints associated with each and utilizes this knowledge to meet Member’s needs and gain a competitive advantage.
- Prepares and interprets information for Members such as investment performance reports, financial document summaries and income projections establishing credibility and building trusting relationships through the provision of transparent, reliable and authentic advice that always reflects the best interest of the Member.
- Takes ownership of problems, decisions and actions, arriving at solutions that balance both the best interests of Meridian and our Members.
- Working with your branch partners, leverage internal resources to proactively identify internal and external business development opportunities in order to garner new

📌 Future Opportunities (Owen Sound)
🏢 Meridian Credit Union
📍 Owen Sound