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.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

The role:

As a member of the Wealth Advice Centre team, the Financial Planner works collaboratively as part of a team of advisors dedicated to delivering strong Member outcomes and business results by helping Meridian Wealth members achieve financial peace of mind. Financial Planners build trusted, long-term relationships with members by providing holistic, personalized financial advice aligned to each member’s goals, risk tolerance, and life circumstances.

Working in a hybrid team-based model, the Financial Planner contributes directly to growth objectives and scorecard outcomes of the team, while supporting members across traditional branch boundaries. This means that WAC Financial planners balance time on-site / in-branch and operating in a remote environment to engage with Meridian Members.

Key Responsibilities

Member Impact & Advice

- Lead comprehensive member discovery conversations to understand members’ personal financial situations, goals, and priorities.
- Develop and present explicit, actionable financial plans covering investments, education funding, retirement, estate planning, risk management, and basic tax considerations.
- Provide ongoing advice by proactively reviewing & updating financial plans, based on changes to member life events, market conditions, and changing member needs.




- Clearly explain investment options, costs, and risks, and recommend investment portfolios based on member suitability.
- Prepare and interpret investment performance reports, financial summaries, income projections, and planning documentation to build trust and credibility.
- Act in the best interest of members at all times while balancing Meridian’s objectives.

Business Growth & Collaboration

- Drive new sales growth by deepening relationships with existing Meridian Wealth members and increasing share of wallet.
- Generate new Wealth member growth and sales through internal referrals, centres of influence, campaigns, and new lead sources.
- Partner closely with Retail, Small Business, Mobile Mortgage Specialists, Commercial teams, and other Wealth professionals to identify and convert referral opportunities.
- Support various member engagement campaigns related to financial planning and new wealth promotions
- Contribute to team-based WAC scorecard results and collective performance goals.

Team Contribution

- Collaborate daily with the Senior Manager Wealth Advice Centre, along with licensed colleagues as part of a high-performing Wealth Advice Centre team.
- Provide technical expertise, consultation, and product guidance to internal partners to elevate awareness of Meridian’s wealth solutions.




- Coach and mentor less experienced advisors, sharing best practices and strengthening overall team capability.
- Assist with complex planning scenarios and contribute creative solutions for member needs.
- Support various pilots and campaigns as part of the extended Wealth team
- Act as an ambassador for Meridian in the community by modeling organizational values and promoting the brand.

Professional Standards

- Maintain all required licensing and continuing education credits.
- Stay current on wealth management industry trends, products, strategies, and planning concepts.
- Demonstrate strong practice management, time management, and organizational skills in a fast-paced environment

Knowledge, Skills & Abilities

- Wealth management and investment industry expertise
- Risk management and tax effectiveness strategies
- Retirement, cash-flow, and income planning
- Retail banking and Wealth product knowledge
- Prior mutual fund, investment, or insurance licensing
- Confident communicator with the ability to articulate a compelling value proposition
- Strong discovery, relationship-building, and business development skills
- Effective presenter, comfortable with one-on-one and group settings
- Skilled at networking and building internal and external partnerships
- Proficient with financial planning, CRM, investment, and advisor support software tools

Demonstrated Behaviors

- Member-focused: places member interests at the centre of every recommendation
- Proactive: anticipates Member needs and acts on opportunities
- Open communicator: builds trust through transparency and

📌 Financial Planner, Wealth Advice Centre (Ottawa)
🏢 Meridian Credit Union
📍 Ottawa