Future Opportunities - Investment Specialists/Financial Planners - Simcoe County
Owen Sound, ON +1Meridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need at least 3 years of financial services experience, progress toward CSC, CPH and WME certifications for CIRO registration, and progress toward PFP or CFP. Strong business development, networking and time management skills are also required.
contact management software, investment planning software, retirement planning software
Senior Financial Planner - West London
London, ON +5Meridian Credit Union Limited: As a company that puts people first.
7+ YOECandidates need at least 7 years of financial planning or advisory experience, IIROC licensing (or willingness to complete it), and a PFP or CFP designation. They also need strong business development skills and in-depth knowledge of wealth products, tax, estate and retirement planning.
Contact management software, Investment and retirement planning software, Microsoft Power Platform