Financial Planner

2 weeks ago

Toronto, Ontario, Canada Meridian Full time
Join Our Team as a Financial Planner

At Meridian, we're committed to helping our members achieve their financial goals. As a Financial Planner, you'll play a key role in providing expert advice and guidance to our members, helping them navigate the complexities of personal finance and achieve financial peace of mind.

Key Responsibilities:
  • Develop and implement personalized financial plans for our members, taking into account their unique financial goals, risk tolerance, and investment objectives.
  • Provide expert advice on investment options, retirement planning, estate planning, and other financial matters.
  • Build and maintain strong relationships with our members, understanding their financial needs and providing tailored solutions.
  • Stay up-to-date on industry trends and regulatory changes, ensuring our members receive the best possible advice.
  • Collaborate with internal partners to provide comprehensive financial solutions and drive business growth.
Requirements:
  • Minimum 3 years of experience in financial services, with a focus on broad-based advising.
  • MFDA licensing is required, with the ability to complete necessary coursework for IIROC licensing.
  • Relevant designations such as PFP, CFP, CIM, or TEP are an asset.
  • Strong business development skills, with the ability to source new business through internal and external sources.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with members and internal partners.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.
  • The chance to make a real difference in the lives of our members and the community we serve.

We're an equal opportunities employer, committed to diversity and inclusion. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

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