More jobs:
Investment Careers in Collingwood Meridian
Job in
Owen Sound, Ontario, N4K, Canada
Listed on 2026-09-23
Listing for:
Meridian Credit Union
Full Time
position Listed on 2026-09-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Consider future investment career opportunities with Meridian in Collingwood, where we seek skilled Investment Specialists and Financial Planners to empower our members. Join our commitment to enhancing financial well-being.
As an Investment Specialist/Financial Planner at Meridian, you'll play a pivotal role in guiding members through their financial landscapes.
The right candidate s will possess certifications including CSC, CPH, and WME, to develop comprehensive strategies for investments, retirement, and estate planning. You will actively build relationships within the community and with colleagues to drive client success.
Key Responsibilities:
• Conduct comprehensive financial assessments with members
• Collaborate with teams to drive wealth growth initiatives
• Advise on investment alternatives and financial strategies
• Generate clear financial performance insights for clients
• Promote financial workshops to increase member engagement
Requirements:
• Minimum of 3 years in financial advisory roles
• Required completion of CSC, CPH, and WME
• In progress towards PFP or CFP certifications
• Deep knowledge of investment and wealth management
• Demonstrated skills in networking and relationship building
Use your financial acumen to create impactful financial experiences for members with Meridian in Collingwood.
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