Become a Senior Financial Planner at Meridian in Guelph, Ontario and contribute to meaningful financial planning that empowers our Members. Utilize your skills in investment and estate planning to tailor impactful strategies.In this position, you will manage a diverse portfolio of Member accounts, ensuring financial peace of mind through proactive advice. You will collaborate with a range of internal partners, fostering relationships that enhance services provided to Member communities, ultimately striving for the growth of Meridian's Wealth brand.Key Responsibilities:Conduct effective financial planning meetings with MembersCollaborate with a team of financial experts for best outcomesDrive business development and wealth penetration initiativesRegularly revisit and refine financial plans based on Member needsEducate Members on risks and investment opportunitiesRequirements:7+ years in financial planning/advisory rolesIIROC licensing with PFP or CFP designationIn-depth knowledge of financial strategies and regulationsStrong ability to build Member relationshipsProficient in using financial management softwareLeverage your financial expertise to positively impact Meridian Members and thrive in a dynamic wealth management setting.

📌 Guelph Senior Financial Planner Role (Clarington)
🏢 Meridian Credit Union
📍 Clarington