Wealth Management Advisor

4 weeks ago

Ottawa, Ontario, Canada Meridian Full time

Wealth Management Advisor Position at Meridian Wealth

The Meridian Wealth team is on the lookout for skilled Wealth Management Advisors, as well as individuals pursuing their CFP or PFP designations, for upcoming roles within our organization. At Meridian, we strive to embed our purpose into every aspect of our work for individuals, the environment, and communities. Our Wealth practice believes that investing is a personal journey, and our mission is to support our Members throughout their financial paths, regardless of their current stage. We are a dedicated group of wealth professionals who are approachable, empathetic, and grounded.

Position Overview:
  • Engage in a comprehensive discovery process to identify Member needs and formulate a tailored strategy to reach their financial aspirations.
  • Conduct regular assessments of Member objectives and strategies to ensure alignment with their goals and best interests.
  • Provide education to Members regarding investment alternatives and associated costs while delivering reliable financial guidance.
  • Assist Members in balancing asset accumulation with their liquidity requirements.
  • Maintain up-to-date knowledge of essential wealth and retail banking offerings.
Qualifications:
  • A minimum of 3 years of experience in financial services.
  • MFDA licensing is mandatory, with the possibility of obtaining IIROC licensing.
  • Active pursuit or attainment of PFP, CFP, CIM, TEP, or relevant credentials.
  • Understanding of investment, tax, and wealth management strategies.
What Meridian Offers:
  • Paid vacation and additional leave.
  • Health benefits covered by the employer.
  • Defined contribution pension matching.
  • Financial perks including complimentary banking services and favorable mortgage and credit line rates.
  • Tuition reimbursement program.
  • Distinct rewards, recognition initiatives, and options for remote work.

At Meridian, you will flourish in an inclusive and collaborative atmosphere that nurtures creativity, curiosity, and celebrates achievements. As Ontario's largest credit union, we provide a diverse range of financial products and services to our Members, supported by over 75 years of banking experience. Join us in our commitment to help Members realize their best lives.

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