About this roleAs part of the Wealth team, the Senior Financial Planner takes a proactive approach to help Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, the Senior Financial Planners 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 Senior Financial Planner 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, the Senior Financial Planner 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.The Senior Financial Planner 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’ll doThrough effective discovery meetings supporting well-informed recommendations, ensure the financial peace of mind of Members by providing an action plan to achieve their financial goals.Work collaboratively with the Regional Wealth Sales Manager, Senior Wealth Advisor 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.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.Use a thorough discovery process to anticipate Member needs and provide a relevant plan to achieve their personal financial goals. Refer opportunities to relevant Meridian partners when required.Regularly review Member’s objectives and plans to determine whether life changes, economic changes or relevant planning metrics indicate a need for plan reassessment.Educate Members on relevant investment options and investment costs, providing trusted financial advice and service,



clearly articulating the rationale for recommendations complemented by a clear understanding of risks involved.Help Members balance the acquisition of assets against the need for liquidity to meet day to day expenses through a holistic view of the Members finances.Bring Members full financial services portfolio to Meridian thereby increasing Meridian’s share of wallet.Possess current knowledge of all key wealth and retail banking products and services, understanding the benefits and constraints associated with each and utilize this knowledge to meet Member’s needs and gain a competitive advantage.Prepare and interpret information for Members such as investment performance reports, financial document summaries and income projections establishing credibility and building trusting relationships through transparent, reliable and authentic advice that 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.Work with branch partners, leverage internal resources to proactively identify internal and external business development opportunities to garner new prospects.Provide consultation and expert advice to Branch Management and employees on technical, process or product related subject matter to educate others and promote Meridian’s wealth offering.Share expertise through coaching and mentoring of other Meridian Advisors to build capability and knowledge of less experienced team members.Guide discussion and provide assistance in resolving complex problems and finding creative wealth management solutions for Members.Promote Meridian Credit Union within the community, modeling Meridian values as an ambassador of the organization.Champion the delivery of seminars and workshops focused on retirement planning, estate planning and other timely financial planning topics to increase Member awareness and attract new Members and business.Foster an environment where Member Focus and Wealth is a priority.How you will succeedMinimum of 7 years of financial services experience in a financial planning/advisory capacity with a focus on broad based planning in the financial industry.IIROC licensing required for the Senior Financial Planner.



The successful candidate may be required to complete the necessary coursework to attain IIROC licensing.PFP or CFP mandatory.Fulfillment of regulatory requirements to maintain all necessary securities registrations.Strong business builder with the ability to source new business through internal and external sources.Current in-depth knowledge of the investment and wealth management industry, related wealth product solutions, risk management strategies, tax effectiveness strategies, Estate & Trust Planning considerations, Retirement, cash-flow and income planning concepts.Excellent ability to confidently articulate your value proposition as a Meridian advisor and hold conversational discoveries with Members to build strong Member relationships.Well-developed business development techniques and the ability to identify opportunities, plan and develop business to achieve business plans and goals.Developed networking skills.Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.Demonstrated proficiency in utilizing basic software tools for contact management, investments, education and retirement planning.Ability to travel inter-branch and flexibility with schedules.CompensationThis role includes a base salary of $70,000, along with competitive variable incentive pay on revenue & net sales performance, an individual performance bonus, as well as a full benefits package.Hybrid WorkThis role is hybrid. The successful candidate will be required to work from our various branches in the Barrie market. Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader.EEO & AccommodationMeridian is 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other advantages and privileges of employment. Please contact us to request accommodation.#J-18808-Ljbffr

📌 Senior Financial Planner - C$70,000 A Year (Courtice)
🏢 Meridian Credit Union
📍 Courtice