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
Relationship Manager/Senior Relationship Manager
London, ONMeridian Credit Union Limited: As a company that puts people first.
2+ YOECandidates need a university degree in business, finance or a related field, plus two to five years of progressive commercial lending experience. Strong analytical, negotiation and presentation skills, advanced knowledge of business lending rules, and comfort with digital and AI-enabled tools are also required.
Microsoft Power Platform, Microsoft Copilot
Senior Relationship Manager/Relationship Manager
St. Catharines, ON +1Meridian Credit Union Limited: As a company that puts people first.
2+ YOECandidates need a business or finance degree, or equivalent experience, plus two to five years of commercial lending experience. Strong analysis of financial statements, credit risk knowledge and sales and negotiation skills are required.
Microsoft Power Platform, Microsoft Copilot