Wealth Management Senior Financial Planner

Advance your career as a Senior Financial Planner with Meridian Wealth in Guelph, Ontario, where your passion for finance will help Canadians achieve their personal financial goals through customized strategies.

This role involves actively managing Member accounts and providing expert advice on investment, retirement, and estate planning. As a trusted advisor, you will build relationships that assure financial stability for Members. Collaborating with various internal teams, you will ensure comprehensive financial services while driving sales growth and community engagement.

Key Responsibilities:

• Lead discovery meetings to tailor financial plans

• Work alongside various Meridian partners to enhance services

• Identify and pursue new business opportunities

• Regularly assess and adjust financial strategies for Members

• Prepare and explain investment performance reports

Requirements:

• 7+ years of financial services experience

• Required IIROC licensing, PFP or CFP accreditation

• Familiarity with wealth product solutions and risk strategies

• Proven business development and mentoring abilities

• Time management and multitasking proficiency

Drive financial success for Members and advance your career in a supportive environment at Meridian.
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