Senior Financial Planner – Holistic Wealth & Planning

Meridian Credit Union is seeking a Senior Financial Planner within our Wealth team in Barrie. You will proactively help Members achieve personal financial goals through holistic planning across investments, education funding, retirement, estate planning, and risk management.

Join a collaborative, high-performing group with internal partners and a focus on building trust as a Trusted Advisor. This hybrid role requires IIROC licensing and CFP/PFP credentials to support regulatory and client needs.