Strategic Financial Growth Consultant

22 hours ago


Ottawa, Ontario, Canada Meridian Credit Union Ltd Full time

**Job Overview:**

Meridian Credit Union Ltd is seeking a highly skilled Strategic Financial Growth Consultant to join our team. This role requires a strong background in wealth management, excellent communication skills, and a customer-centric approach.

**Responsibilities:**

  • Deliver Exceptional Service: Provide personalized advice-based services to members, consolidate external assets, and enhance member satisfaction through the financial planning experience within Meridian's Wealth Management Process.
  • Business Development: Identify new business opportunities from internal and external partners, community, and regional business development activities.
  • Leadership & Partnership: Collaborate with the team to develop strategic plans, identify staff developmental opportunities, and provide coaching and technical training.

**Requirements:**

  • Professional Experience: 5+ years of professional wealth management sales experience, with demonstrated sales excellence.
  • Certifications: CFP, PFP, QAFP, or RRC Requirement - minimum 3 years in good standing.
  • Licenses: IIROC license – minimum 3 years in good standing.

**Compensation:** The estimated salary for this position is $**$80,000 - $120,000 per year**, depending on experience and qualifications.

**Location:** This role is home-based, with regular travel within the Ottawa area required to meet with prospective members and COIs.



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