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 current 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.

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