Future Opportunities - Investment Specialists/Financial Planners - Collingwood

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Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here:

We are seeking Investment Specialists/Financial Planners within Collingwood Area for future opportunities on our Wealth team! We are specifically interested in individuals who have obtained their CSC, CPH, and WME certifications to meet the proficiency requirements for becoming registered with a CIRO Investment Dealer firm.

Apply today if you are interested in a potential opportunity with us!

As an Investment Specialist (IS)/Financial Planner (FP):

You will be a part of the Wealth team and take 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 Financial Planners and Investment Specialists 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 IS/FPs 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, Investment Advisors, Small Business Advisors, Commercial Relationship Managers, Insurance Representatives and Estate and Trust specialists, they 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.

They 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 will do:

Business Impact

• Through effective discovery meetings supporting well-informed recommendations the IS/FP ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
• Works collaboratively with the Regional Vice President, Wealth, Senior Practice Management Coach, 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 IS/FP anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the IS/FP 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 IS/FP 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 IS/FP strives 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.

How you will succeed:

• Minimum of 3 years of financial services experience with a focus on broad based advising in the financial industry.
• CSC, CPH & WME (completed or near completion, to meet the proficiency requirements for becoming registered with a CIRO Investment Dealer firm).
• Attainment of or progress towards PFP or CFP is required.
• CIM, TEP or other relevant designations would be considered an asset, and may be required to obtain in this role.
• 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 within the designated region and flexibility with schedules.

Salary Range: CAD $71,000 – $85,000 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! We are looking for individuals to join our team in the future within the Greater Toronto Area. These roles are hybrid, and individuals will be partnered with select branches.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.

What's in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues
• This isn't your typical "corporate" job. We work hard and we have fun.

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Our Commitment to You

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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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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