Senior Financial Planner – Holistic Wealth & Planning

Meridian Credit Union; London; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

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.

Qualifications

• Minimum of 7 years of financial services experience in a financial planning/advisory capacity.
• IIROC licensing is required.
• PFP or CFP is mandatory.
• 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.

Responsibilities

• Conduct discovery meetings to tailor comprehensive financial plans for Members.
• Collaborate with Regional Wealth Sales Manager and other licensed professionals to grow sales and profitability.
• Grow wealth penetration in partner branches through internal and external business development.
• Advise on investments, education, retirement and estate planning, and risk management.
• Prepare and interpret investment performance reports and income projections for Members.

Skills

IIROC licensing

PFP or CFP

Business development

Travel flexibility

Financial planning knowledge

Job description

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.