Financial Planner - Future Opportunities!

Meridian Credit Union; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking experienced Financial Planners to join their dynamic Wealth team. This role offers the opportunity to make a meaningful impact on Members' financial journeys by providing tailored strategies in investment, education, retirement, and more. With a commitment to inclusivity and community, the firm fosters a supportive environment where professionals can thrive. As a Financial Planner, you will build trust with Members, coordinate with internal partners, and drive comprehensive financial solutions. Join a team that values purpose and community, and take your career to new heights in a rewarding and fulfilling role.

Benefits

Paid Time Off

Health Benefits

Pension Matching

Banking Perks

Tuition Reimbursement

Rewards Programs

Remote Work Options

Qualifications

• Minimum 3 years in financial services advising.
• Knowledge of wealth management, risk, tax, estate, and retirement planning.

Responsibilities

• Conduct thorough discovery to anticipate Member needs and develop financial plans.
• Educate Members on investment options and costs, providing transparent advice.
• Collaborate with branch partners to identify new business opportunities.

Skills

Financial Services Advising

Business Development

Networking Skills

Time Management

Knowledge of Wealth Management

Risk Management

Tax Planning

Estate Planning

Retirement Planning

Proficiency with Investment Software

Education

MFDA Licensing

Progress towards PFP/CFP

CIM/TEP or similar

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.