Senior Financial Planner

Stone Square | B017
370 Stone Rd W
Guelph, ON N1G, CAN

Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we’re committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives!

At Meridian Wealth we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.

As part of the Wealth team, the Senior Financial Planner takes 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 Senior Financial Planners 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 Senior Financial Planner 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, the Senior Financial Planner 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.

The Senior Financial Planner 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.

• Through effective discovery meetings supporting well-informed recommendations the Financial Planner ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
• Works collaboratively with the Regional Wealth Sales Manager, Senior Wealth Advisor 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.
• Through use of a thorough discovery process the Senior Financial Planner anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the Financial Planner 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 Senior Financial Planner 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 Senior Financial Planner strive 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,…