Senior Financial Planner

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

Job summary

Meridian Credit Union is seeking a Senior Financial Planner in Barrie, Ontario, to provide expert financial advice tailored to Members’ needs. The ideal candidate will have a strong financial services background, a passion for building relationships, and the ability to develop customized financial strategies. Join our dedicated Wealth team to drive positive outcomes for our Members through exceptional service and innovative solutions.

Qualifications

• 7+ years of financial services experience.
• Strong knowledge of investment and wealth management.
• Current understanding of tax strategies and estate planning.

Responsibilities

• Help Members achieve financial goals through personalized advice.
• Manage a portfolio of Member accounts, ensuring financial peace of mind.
• Collaborate with internal partners to enhance service delivery.

Skills

Business Development

Financial Analysis

Risk Management

Client Relationship Management

Investment Knowledge

Education

IIROC licensing

PFP, CFP, CIM, or TEP certification

Job description

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Who we are:

Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

Who we are:

Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we’re committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives!

Find our story here: About Meridian

Our Wealth practice:

At Meridian Wealth we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.

About this role:

As part of the Wealth team, the Senior Financial Planner takes a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Senior Financial Planners are skilled in recommending customized strategies pertaining to: investments, education, retirement & estate planning, risk management and basic tax issues.

In managing a portfolio of Member accounts through the provision of relevant, effective advice, our Senior Financial Planner will earn trust and build relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Senior Wealth Advisors, Small Business Specialists, Commercial Account Managers, Insurance Representatives and Estate and Trust specialists, the Financial Planner will ensure our Members’ financial peace of mind, through the crafting of holistic strategies that will help them accumulate assets today and preserve wealth for the future.

The Senior Financial Planner will contribute to the Wealth growth objectives established for their partner branches and Meridian as a whole by building new Member relationships within your local market community while also building upon the relationships created with existing Meridian Members.

What you’ll do:

Business Impact

• Through effective discovery meetings supporting well-informed recommendations the Financial Planner ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
• Works collaboratively with the Regional Wealth Sales Manager, Senior Wealth Advisor and other licensed professionals as a member of a high performing team to establish a business plan to achieve sales growth and profitability targets, initiating course correction as necessary to increase the probability of achieving success.
• Responsible to grow wealth penetration rates within partner branches through internal and external new Member business development activities in coordination with Retail, Small Business, Wealth and Commercial partners.
  
  

Sales & Service

• Through use of a thorough discovery process the Senior Financial Planner anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the Financial Planner will look to refer opportunities to relevant Meridian partners.
• With the Member’s goals and best interests in mind, regularly reviews Member’s objectives and plans to determine whether life changes, economic changes or relevant planning metrics indicate a need for plan reassessment.
• Educates Members on relevant investment options and investment costs and provides trusted financial advice and service, clearly articulating the rationale for recommendations complimented by a clear understanding of the risks involved.
• Through a holistic view of the Members finances, the Senior Financial Planner helps Members balance the acquisition of assets against the need for liquidity to meet day to day expenses.
• With the confidence that Meridian knows our Members best and can therefore best serve our Members, the Senior Financial Planner strive to bring our Members full financial services portfolio to Meridian thereby increasing Meridian’s share of wallet.
• Possesses current knowledge of all key wealth and retail banking products and services, understanding the benefits and constraints associated with each and utilizes this knowledge to meet Member’s needs and gain a competitive advantage.
• Prepares and interprets information for Members such as investment performance reports, financial document summaries and income projections establishing credibility and building trusting relationships through the provision of transparent, reliable and authentic advice that always reflects the best interest of the Member
• Takes ownership of problems, decisions and actions, arriving at solutions that balance both the best interests of Meridian and our Members.
• Working with your branch partners, leverage internal resources to proactively identify internal and external business development opportunities in order to garner new prospects.
  
  

Leadership

• Provides consultation and expert advice to Branch Management and employees on technical, process or product related subject matter with the objective of educating others and generating awareness of Meridian’s wealth offering and elevating the profile of wealth with our Membership.
• Shares expertise through the coaching and mentoring, as appropriate, of other Meridian Advisors building the capability and knowledge of the less experienced team members.
• Guides discussion and provides assistance in resolving complex problems and finding creative wealth management solutions for Members.
• Promotes Meridian Credit Union within the community, modeling Meridian values while acting as an ambassador of the organization.
• Champions the delivery of seminars and workshops focused on retirement planning, estate planning and other timely financial planning topics with the objective of increasing Member awareness and attracting new Members and business to Meridian.
• Fosters an environment where Member Focus and Wealth is a priority.
  
  

What can you bring to Meridian?

• Minimum of 7 years of financial services experience in a financial planning/advisory capacity with a focus on broad based planning in the financial industry.
• IIROC licensing is required for the Senior Financial Planner. The successful candidate may be required to complete the necessary coursework to attain IIROC licensing.
• Attainment of PFP, CFP, CIM, TEP or other relevant designations would be considered an asset.
• Fulfillment of regulatory requirements to maintain all necessary securities registrations.
• Strong business builder with the ability to source new business through internal and external sources

Have current in-depth knowledge of:

• the investment and wealth management industry
• related wealth product solutions,
• risk management strategies,
• tax effectiveness strategies
• Estate & Trust Planning considerations
• Retirement, cash-flow and income planning concepts
• Excellent ability to confidently articulate your value proposition as a Meridian advisor and hold conversational discoveries with Members in order to build strong Member relationships.
• Well-developed business development techniques and the ability to identify opportunities, plan and develop business to achieve business plans and goals.
• Developed networking skills
• Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.
• Demonstrated proficiency in utilizing basic software tools for contact management, investments, education and retirement planning.
• Ability to travel inter-branch and flexibility with schedules.
  
  

Experience the difference at Meridian: What’s in it for you?

• Opportunity to work within, create, and drive a culture of growth and innovation.
• Inspire a positive work environment and help champion quality service, innovation, teamwork to assist our Members.
• Learn voraciously, stretch you and your team’s thinking, share your knowledge and educate others!
• Cultivate winning relationships & building trust
• Share our commitment to productivity, effectiveness and operational efficiency.
• Be an agent of change, help others to embrace it and watch amazing things happen!
• Help your community through a variety of outreach programs!
  
  

Experience the Difference!

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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