Meridian Credit Union is seeking a Senior Financial Planner within our Wealth team in Barrie. You will proactively help Members achieve personal financial goals through holistic planning across investments, education funding, retirement, estate planning, and risk management.
Join a collaborative, high-performing group with internal partners and a focus on building trust as a Trusted Advisor. This hybrid role requires IIROC licensing and CFP/PFP credentials to support regulatory and client needs.
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Senior Financial Planner – Holistic Wealth & Planning in London employer: Meridian Credit Union
At Meridian, we pride ourselves on being an exceptional employer that prioritizes our Members and communities. Our inclusive and collaborative work culture fosters creativity and innovation, while our commitment to employee growth ensures that you will have the tools and support needed to thrive in your role as Director of Commercial Services. With hybrid work arrangements and a focus on meaningful relationships, you'll find a rewarding environment where your contributions truly make a difference.
