Senior Financial Planner – Holistic Wealth & Planning
Listed on 2026-09-29
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Meridian Credit Union is seeking a Senior Financial Planner within our Wealth team in Barrie. You will proactively help Members achieve personal financial goals through holistic planning across investments, education funding, retirement, estate planning, and risk management.
Join a collaborative, high-performing group with internal partners and a focus on building trust as a Trusted Advisor. This hybrid role requires IIROC licensing and CFP/PFP credentials to support regulatory and client needs.
We invite applications for the Senior Financial Planner – Holistic Wealth & Planning position located in London, ON, Canada.
Step into the Senior Financial Planner – Holistic Wealth & Planning role at Meridian Credit Union in London, ON, Canada and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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