Senior Financial Planner
Guelph, ON +2Meridian Credit Union Limited: As a company that puts people first.
7+ ansCandidates need 7+ years of financial planning or advisory experience, IIROC licensing (or willingness to complete the coursework), and a PFP or CFP designation. They must also bring strong business development, networking and client communication skills.
contact management software, investment planning software, retirement planning software
Senior Financial Planner - West London
London, ON +5Meridian Credit Union Limited: As a company that puts people first.
7+ ansCandidates need at least 7 years of financial planning or advisory experience, IIROC licensing (or willingness to complete it), and a PFP or CFP designation. They also need strong business development skills and in-depth knowledge of wealth products, tax, estate and retirement planning.
Contact management software, Investment and retirement planning software, Microsoft Power Platform