At a Glance
- Tasks: Empower Members with tailored financial strategies and proactive advice.
- Company: Join Meridian, a leader in wealth management with a community-focused approach.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic environment with opportunities for growth and collaboration.
- Why this job: Make a real difference in Members' financial lives while growing your career.
- Qualifications: 7+ years in financial planning, IIROC licensing, and strong relationship-building skills.
The predicted salary is between 82800 - 101200 $ per year.
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 Members
- Collaborate with a team of financial experts for best outcomes
- Drive business development and wealth penetration initiatives
- Regularly revisit and refine financial plans based on Member needs
- Educate Members on risks and investment opportunities
Requirements
- 7+ years in financial planning/advisory roles
- IIROC licensing with PFP or CFP designation
- In-depth knowledge of financial strategies and regulations
- Strong ability to build Member relationships
- Proficient in using financial management software
Leverage your financial expertise to positively impact Meridian Members and thrive in a dynamic wealth management environment.
Senior Financial Planner – Guelph employer: Meridian Credit Union Ltd
At Meridian, we pride ourselves on being an exceptional employer that values the growth and well-being of our employees. As a Senior Financial Planner in Guelph, you'll enjoy a collaborative work culture that encourages professional development and offers meaningful opportunities to make a difference in our Members' lives. With competitive benefits and a commitment to fostering strong relationships within the community, Meridian is the ideal place for passionate financial professionals looking to thrive in their careers.
