Accounting & Finance

Senior Financial Planner: Build Wealth & Plan Tomorrow

CanadianNanny.ca

Southwestern Ontario · On · Canada

Meridian Credit Union is seeking a Senior Financial Planner within the Wealth team to proactively help Members reach personal financial goals. You will assess each Member’s situation and risk tolerance to tailor investment, education, retirement and estate planning strategies.

You will build lasting relationships, collaborate with internal partners, and pursue opportunities to expand Meridian’s wealth services and share of wallet while supporting branch growth.

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Reference: WJ-291_11316832

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