Senior Financial Planner Barrie
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Build holistic financial strategies as a Senior Financial Planner in Meridian’s hybrid Barrie market branches, using discovery and trusted advice.
As part of Meridian Wealth, you will help Members pursue personal goals through investments, retirement, estate planning, risk management, and basic tax strategies. You will manage Member portfolios, develop relationships, and coordinate with internal partners to support financial peace of mind. This role also contributes to branch wealth growth.
Key Responsibilities:
- Conduct discovery meetings and recommend Member financial action plans
- Review objectives and reassess plans after relevant changes
- Educate Members on investments, costs, risks, and options
- Develop new business through branch and community relationships
- Prepare investment reports, document summaries, and income projections
Requirements:
- Minimum seven years’ financial planning or advisory experience
- Mandatory PFP or CFP designation
- IIROC licensing and necessary securities registrations
- Strong business development and relationship-building abilities
- Ability to travel between branches and manage flexible schedules
Bring broad-based planning, portfolio advice, and relationship development skills to Meridian Wealth’s Senior Financial Planner role.
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