Financial Planner, Wealth Advice Centre
Ottawa, ONMeridian Credit Union Limited: As a company that puts people first.
3+ YOECandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.
CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot
AML/ATF Specialist
Etobicoke, ONMeridian Credit Union Limited: As a company that puts people first.
3+ YOEMeridian Credit Union needs 3 to 5 years of AML/ATF compliance or investigation experience, along with expert knowledge of FINTRAC rules and money laundering typologies. CAMS certification is required or must be pursued within 6 months of starting.
MS Excel, MS Word, MS PowerPoint, SQL, AML case management system, Microsoft Power Platform