Financial Planner, Wealth Advice Centre

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.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

The role: As a member of the Wealth Advice Centre team, the Financial Planner works collaboratively as part of a team of advisors dedicated to delivering strong Member outcomes and business results by helping Meridian Wealth members achieve financial peace of mind. Financial Planners build trusted, long-term relationships with members by providing holistic, personalized financial advice aligned to each member’s goals, risk tolerance, and life circumstances.

Working in a hybrid team-based model, the Financial Planner contributes directly to growth objectives and scorecard outcomes of the team, while supporting members across traditional branch boundaries. This means that WAC Financial planners balance time on-site / in-branch and operating in a remote environment to engage with Meridian Members.

Key Responsibilities

Member Impact & Advice

• Lead comprehensive member discovery conversations to understand members’ personal financial situations, goals, and priorities.
• Develop and present clear, actionable financial plans covering investments, education funding, retirement, estate planning, risk management, and basic tax considerations.
• Provide ongoing advice by proactively reviewing & updating financial plans, based on changes to member life events, market conditions, and changing member needs.
• Clearly explain investment options, costs, and risks, and recommend investment portfolios based on member suitability.
• Prepare and interpret investment performance reports, financial summaries, income projections, and planning documentation to build trust and credibility.
• Act in the best interest of members at all times while balancing Meridian’s objectives.

Business Growth & Collaboration

• Drive new sales growth by deepening relationships with existing Meridian Wealth members and increasing share of wallet.
• Generate new Wealth member growth and sales through internal referrals, centres of influence, campaigns, and new lead sources.
• Partner closely with Retail, Small Business, Mobile Mortgage Specialists, Commercial teams, and other Wealth professionals to identify and convert referral opportunities.
• Support various member engagement campaigns related to financial planning and new wealth promotions
• Contribute to team-based WAC scorecard results and collective performance goals.

Team Contribution

• Collaborate daily with the Senior Manager Wealth Advice Centre, along with licensed colleagues as part of a high-performing Wealth Advice Centre team.
• Provide technical expertise, consultation, and product guidance to internal partners to elevate awareness of Meridian’s wealth solutions.
• Coach and mentor less experienced advisors, sharing best practices and strengthening overall team capability.
• Assist with complex planning scenarios and contribute creative solutions for member needs.
• Support various pilots and campaigns as part of the extended Wealth team
• Act as an ambassador for Meridian in the community by modeling organizational values and promoting the brand.

Professional Standards

• Maintain all required licensing and continuing education credits.
• Stay current on wealth management industry trends, products, strategies, and planning concepts.
• Demonstrate strong practice management, time management, and organizational skills in a fast-paced environment

Knowledge, Skills & Abilities

Technical & Industry Knowledge

• Wealth management and investment industry expertise
• Risk management and tax effectiveness strategies
• Retirement, cash-flow, and income planning
• Retail banking and Wealth product knowledge
• Prior mutual fund, investment, or insurance licensing

Core Capabilities

• Confident communicator with the ability to articulate a compelling value proposition
• Strong discovery, relationship-building, and business development skills
• Effective presenter, comfortable with one-on-one and group settings
• Skilled at networking and building internal and external partnerships
• Proficient with financial planning, CRM, investment, and advisor support software tools

Demonstrated Behaviors

• Member-focused: places member interests at the centre of every recommendation
• Proactive: anticipates Member needs and acts on opportunities
• Open communicator: builds trust through transparency and collaboration
• Business savvy: continuously builds knowledge and applies it effectively in Member meetings
• High integrity: acts with honesty, respect, and accountability
• Team-oriented: fosters a positive, supportive, and innovative team environment
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Education, Experience & Professional Designations/Certification

• Minimum of 3 years of financial services experience with a focus on broad based advising in the financial industry.
• Mutual Fund licensing is required for the Financial Planner. The successful candidate may be required to complete the necessary coursework to convert to Investment licensing.
• Required Designations include one of the following: QAFP, PFP, CFP or RRC.
• Attainment of or progress towards, 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

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: $70,000 Base Salary + Commission

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.

Office Location: Ottawa-Carleton Region

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with your colleagues.
• This is not 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.

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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