Future Opportunities - Investment Specialists/Financial Planners - Simcoe County
Owen Sound, ON +1Meridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates need at least 3 years of financial services experience, progress toward CSC, CPH and WME certifications for CIRO registration, and progress toward PFP or CFP. Strong business development, networking and time management skills are also required.
contact management software, investment planning software, retirement planning software
Senior Manager, Sales Effectiveness (Wealth)
St. Catharines, ON +1Meridian Credit Union Limited: As a company that puts people first.
5+ ansCandidates need 5 to 7+ years of sales effectiveness, sales enablement or Wealth or financial services experience, plus proven people leadership. Strong data analysis, CRM and Excel skills, and knowledge of Wealth products and pricing are required.
CRM system, Microsoft Excel, Microsoft Office, Microsoft Power Platform, Microsoft Copilot