Investment Planning Consultant - Future Opportunities

Meridian Credit Union

  • Ontario
  • $50,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Description :We are looking for individuals across Ontario who are interested in a future opportunity with us, in a dynamic role as an Investment Planning Consultant on our Wealth Strategic Markets team! Help us grow, and come be a part of a purpose-driven, Member-obsessed organization.Why Meridian?At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.Find our story here:Our Wealth practice:At Meridian Wealth we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.As an Investment Planning Consultant:You will play a vital role in delivering superior personalized advice-based services to our Members. The primary accountability is to consolidate external Member assets, increase share of wallet, and enhance Member satisfaction through the financial planning experience within Meridian’s Wealth Management Process. This role will increase Wealth alignment to Meridian For Good, and our Wealth Value Proposition – Peace of Mind, Relief & Optimism. Specifically, in the space of further incubating financial planning into our process on both the front end as well as the back end of the Member journey; as a direct result of a consistent and streamlined onboarding process.What you will do:Member & Financial Focus
  • Uncover Member & prospective Member full financial needs and anchor solutions or referrals to appropriate internal partners with a strategic approach to business development, growth, and collaboration.
  • Generate new business opportunities from internal and external partners, community and regional business development activities.
  • Leverage Meridian’s Internal CRM tool to activity source, track and update progress of leads and pipeline.
  • Acknowledge and provide timely updates on identified opportunities and referrals.
  • Leverage opportunities with existing members through in branch meetings, outbound prospecting activities, (including but not limited to telephone / email / advisor stream communication).
  • Lead and facilitate the financial planning experience for members.
  • Stay informed about Financial Planning and investment industry trends.
  • Monitor and ensure personal and corporate goals are being met/exceeded on a consistent basis. Including the following:
  • External Asset Accumulation and Consolidation
  • Price Integrity in all member dealings
  • Support with retention of assets for the first year of a members wealth relationship.
  • Recommend investment solutions to meet member needs, including Meridian term products, and Aviso Wealth solutions
  • Referrals to internal partners – Retail, Business Banking, Insurance, and other channels as appropriate
  • Pipeline management, managing both referrals to and from the wealth division.
  • Establish and implement a sales plan that focuses on retaining/attracting new members, developing internal referral sources, centers of influence (COI’s),
  • Adhere to our Meridian Credit Union financial planning-based process.
  • Meet with new and existing members through various channels (in-branch, phone, virtual, or remote).
Risk Management & Compliance
  • Ensure all corporate policies, procedures and guidelines are adhered to including compliance with legislative and regulatory requirements to mitigate the risk of loss to the Credit Union and Members.
  • Mitigate risk of loss by maintaining timely, effective controls and follow up.
  • Ensure necessary due diligence is taken to support the accuracy of all Member transactions.
  • Take necessary action on issues or concerns arising from daily trade reviews and audits.
  • Monitor expenses, and productivity; and take necessary action as required to maintain efficiencies including the development, monitoring, and tracking of sales activities.
Leadership & Partnership
  • Identify staff developmental opportunities and provide effective coaching and technical training.
  • Provide coaching & mentoring to assist members of the team with skill development, and the ability to identify and make appropriate referrals to Wealth.
  • On behalf of Wealth, actively participate and demonstrate leadership in the branch, market, and community – always with a Member-centric focus – doing what’s right for the Member.
  • Identify (internal/external) training needs to ensure ongoing development and growth.
  • Develop teamwork in wealth and branch operations, fostering a working environment that is fun, positive, and productive.
  • Demonstrates an understanding of the corporate incentive programs; especially as they relate to wealth and our partners in retail.
  • Provide support to various partners across Wealth & Retail, including Branch Managers.
How you will succeed:
  • 3+ years of professional wealth management sales experience, with demonstrated sales excellence, as a Financial Advisor or equivalent
  • Mutual Fund License – currently active & minimum 3 years in good standing
  • CFP or PFP designation - working towards or already obtained
  • Insurance and risk planning experience is an asset
  • Previous experience or comfortability with variable incentive pay
  • Ability to travel to various locations within the province, or at minimum a designated market area (i.e, Kitchener-Waterloo-Guelph & London, ON).
Compensation: This role includes a base salary of $50,000, along with competitive variable incentive pay, which includes asset gathering commissions, a gross sales capstone bonus & an individual performance bonus, on top of a full benefits package. Your recruiter will discuss and answer questions you have regarding the compensation plan for this role during the interview process if you are selected to proceed.Join us! This role is hybrid, however, regular travel to partner branches will be required to meet with colleagues, partners, Members & COI's.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.What's in it for you?We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.We provide you with the tools and technology needed to delight your candidates and clients.You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the worldHybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleaguesThis isn't your typical "corporate" job. We work hard and we have fun.Build the Future of Banking with UsAt Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
  • Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
  • Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
  • Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
  • Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Experience the Difference!Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.Thank you for your interest in Meridian Credit Union.Follow us on Twitter at#LI-JZ1
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Meridian Credit Union