Senior Financial Planner expertise in investments and retirement planning supports Meridian Members through a hybrid role across Barrie market branches.
As part of Meridian Wealth, this senior advisor develops personalized strategies covering investments, education, retirement, estate planning, risk management, and basic tax issues. The role manages Member portfolios, builds trusted relationships, and supports wealth growth through coordinated business development. It also works with branch and licensed partners to deliver holistic financial advice.
Key Responsibilities: Conduct discovery meetings and create action plans for financial goals
Review Member objectives and reassess plans after relevant changes
Educate Members about investments, costs, risks, and options




Build relationships and develop recent Member business
Prepare investment reports, summaries, and income projections
Requirements: Minimum seven years' financial planning or advisory experience
Mandatory PFP or CFP designation
IIROC licensing and required securities registrations
In-depth wealth, investment, tax, estate, and retirement knowledge
Ability to travel between branches with schedule flexibility
Bring broad financial planning, relationship development, and wealth management expertise to Meridian's Members throughout the Barrie market.

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📌 Senior Financial Planner Barrie (Ontario)
🏢 Grand River Hospital
📍 Ontario