At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. 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 setting to engage with Meridian Members.

Lead comprehensive member discovery conversations to understand members’ personal financial situations, goals, and priorities.

Develop and present clear, 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.

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.

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.

Assist with complex planning scenarios and contribute creative solutions for member needs.

Act as an ambassador for Meridian in the community by modeling organizational values and promoting the brand.

Maintain all required licensing and continuing education credits.

Stay current on wealth management industry trends, products, strategies, and planning concepts.

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

Strong discovery, relationship-building, and business development skills

Skilled at networking and building internal and external partnerships

Proficient with financial planning, CRM, investment, and advisor support software tools

Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Minimum of 3 years of financial services experience with a focus on broad based advising in the financial industry.





Mutual Fund licensing is required for the Financial Planner. The successful candidate may be required to complete the necessary coursework to convert to Investment licensing.

Attainment of or progress towards, CIM, TEP or other relevant designations would be considered an asset.

Fulfillment of regulatory requirements to maintain all necessary securities registrations.

Compensation for this role is based on a combination of skills, experience, and internal equity. Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with your colleagues.

This is not your typical “corporate” job. Build the Future of Banking with Us

We see talent as a catalyst for sustainable growth, community impact, and future-readiness. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools such as Microsoft Copilot is considered an asset

Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Thank you for your interest in Meridian Credit Union.

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📌 Remote Financial Services Representative (Ottawa)
🏢 Meridian Credit Union
📍 Ottawa