Senior Financial Planner - Wealth Management
M
Meridian Credit Union
📍 cambridge, region of waterloo, Canada
Job Description
Drive your financial planning career with Meridian as a Senior Financial Planner, focusing on holistic wealth management solutions. This hybrid role empowers you to build strong relationships with Members.
Meridian’s Wealth team is seeking a Senior Financial Planner to help Members navigate their financial aspirations. You will engage in effective discovery meetings to create actionable plans, ensuring client trust and satisfaction. Your collaboration with various financial professionals will enhance the value provided to every Member, while also contributing positively to Meridian’s growth objectives.
Key Responsibilities:
• Conduct discovery meetings to assess Member needs
• Collaborate effectively with various internal partners
• Create comprehensive plans focusing on education and investment
• Provide education on wealth management products
• Monitor and adjust plans as Member circumstances change
Requirements:
Meridian’s Wealth team is seeking a Senior Financial Planner to help Members navigate their financial aspirations. You will engage in effective discovery meetings to create actionable plans, ensuring client trust and satisfaction. Your collaboration with various financial professionals will enhance the value provided to every Member, while also contributing positively to Meridian’s growth objectives.
Key Responsibilities:
• Conduct discovery meetings to assess Member needs
• Collaborate effectively with various internal partners
• Create comprehensive plans focusing on education and investment
• Provide education on wealth management products
• Monitor and adjust plans as Member circumstances change
Requirements: