Senior Financial Planner – Wealth (Kitchener)

Senior Financial Planner – Wealth (Kitchener)

08 Nov
|
Challenger Motor Freight
|
Kitchener

08 Nov

Challenger Motor Freight

Kitchener

Meridian Credit Union in Barrie is seeking a Senior Financial Planner to craft tailored wealth strategies across investments, retirement and estate planning. You will collaborate with branch teams to build trust and help Members achieve their financial goals.

Ideal candidates hold IIROC licensing with CFP or PFP mandatory, and have robust business development and communication skills. This hybrid role combines client meetings with team collaboration, offering a base salary of $70,000 plus

📌 Senior Financial Planner – Wealth (Kitchener)
🏢 Challenger Motor Freight
📍 Kitchener

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