Financial Planner, Wealth Advice Centre
Ottawa, ONMeridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates need at least 3 years of financial services experience, a required designation (QAFP, PFP, CFP or RRC) and mutual fund licensing. Strong communication, sales and relationship-building skills are essential.
CRM software, financial planning software, Microsoft Power Platform, Microsoft Copilot
Relationship Manager
Guelph, ONMeridian Credit Union Limited: As a company that puts people first.
2+ ansCandidates need a university degree in business or finance (or equivalent), two to five years of commercial lending experience, and strong analysis, credit and negotiation skills. Experience with medium-sized real estate and general industry lending is an advantage.
Microsoft Copilot, Microsoft Power Platform