Financial Planner - Future Opportunities!

Meridian Credit Union; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Ontario credit union is seeking an experienced Financial Planner to help members achieve their financial goals. You will provide tailored investment, education, and retirement strategies while managing client relationships. The ideal candidate will have at least 3 years in financial services, MFDA licensing, and strong risk and tax planning skills. This role offers competitive benefits, including paid time off and remote work options.

Benefits

Paid time off

Health benefits

Pension matching

Tuition reimbursement

Banking perks

Remote work options

Qualifications

• Minimum 3 years in financial services advising.
• MFDA licensing required; IIROC coursework may be needed.
• Knowledge of wealth management, risk, tax, estate, and retirement planning.

Responsibilities

• Conduct thorough discovery to anticipate Member needs.
• Review and adjust plans based on life or economic changes.
• Educate Members on investment options.

Skills

Business development

Networking

Time management

Knowledge of wealth management

Risk management

Tax planning

Estate planning

Retirement planning

Education

MFDA licensing

Progress towards PFP, CFP, CIM, TEP

Tools

Investment planning software

Job description

Join to apply for the Financial Planner - Future Opportunities! role at Meridian Credit Union .

Our Meridian Wealth team is seeking experienced Financial Planners or those pursuing CFP or PFP designations for upcoming opportunities.

Why Meridian?

We aim to integrate purpose into all we do for people, the planet, and communities, creating opportunities and meeting people where they are.

Our Wealth Practice

We believe investing is personal. Our mission is to support Members on their financial journey with approachable, empathetic professionals.

Role Overview

As a Financial Planner, you'll proactively help Members achieve their financial goals by understanding their unique situation and recommending tailored strategies in investments, education, retirement, estate planning, risk management, and tax issues. Building trust and relationships, you'll coordinate with internal partners to provide holistic financial solutions.

Key Responsibilities

• Conduct thorough discovery to anticipate Member needs and develop relevant financial plans.
• Review and adjust plans based on life or economic changes.
• Educate Members on investment options and costs, providing transparent advice.
• Balance asset acquisition with liquidity needs.
• Expand Meridian’s share of wallet by offering comprehensive financial services.
• Maintain current knowledge of wealth and banking products.
• Prepare financial reports and summaries to establish credibility.
• Own problems and decisions, ensuring solutions align with Member and Meridian interests.
• Collaborate with branch partners to identify new business opportunities.

Qualifications

Minimum 3 years in financial services advising.

MFDA licensing required; IIROC licensing coursework may be needed.

Progress towards PFP, CFP, CIM, TEP, or similar is an asset.

Knowledge of wealth management, risk, tax, estate, and retirement planning.

Strong business development, networking, and time management skills.

Proficiency with software tools related to investments and planning.

Benefits and Culture

Meridian offers a living wage as a Certified Living Wage Employer, with benefits including paid time off, health benefits, pension matching, banking perks, tuition reimbursement, rewards programs, and remote work options. We foster an inclusive, supportive environment committed to community and diversity.

About Meridian

Ontario’s largest credit union, serving over 360,000 Members with a history of 75+ years, assets over $30B, and a network of branches across Ontario.

Our Commitment

We promote inclusivity and accessibility, ensuring all applicants are considered fairly and accommodated as needed.

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