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
Payroll Specialist (12 Month Contract)
Etobicoke, ONMeridian Credit Union Limited: As a company that puts people first.
5+ ansCandidates need a Payroll Compliance Practitioner (PCP) designation from CPA, with the Certified Payroll Manager (CPM) strongly preferred. Five or more years of HR or payroll experience is preferred, along with advanced Excel and Microsoft Office skills and knowledge of CRA and ESA legislation.
Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Power Platform, Microsoft Copilot
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
Relationship Manager
Barrie, ONMeridian Credit Union Limited: As a company that puts people first.
2+ ansCandidates need a university degree in business, finance or a related field, and two to five years of commercial lending experience. Strong analytical, credit underwriting, negotiation and business development skills are required, with real estate and construction financing experience an advantage.
Banking systems, Microsoft Power Platform, Microsoft Copilot
Senior Commercial Analyst
Barrie, ONMeridian Credit Union Limited: As a company that puts people first.
2+ ansCandidates need post-secondary education or job training in accounting and lending, plus 2 or more years as a commercial credit analyst or in a similar role. Strong banking systems knowledge, good communication skills, and comfort with new digital and AI tools are also needed.
Microsoft Power Platform, Microsoft Copilot
Senior Specialist, Lifecycle Marketing (18 Month Contract)
St. Catharines, ON +1Meridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates need 3 to 5 years of journey development experience, expert CRM knowledge (Dynamics 365 is a strong asset), and skills in marketing automation, Power BI and Excel. They also need knowledge of communication compliance rules such as CASL, PII, CAN-SPAM and GDPR.
Dynamics 365 for Marketing, Power BI, Excel, PowerPoint, Figma, Adobe
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
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
Director, Commercial Services
London, ONMeridian Credit Union Limited: As a company that puts people first.
7+ ansMeridian Credit Union needs candidates with 7 to 10 or more years of progressive sales or service experience managing a diverse commercial banking portfolio, plus post-secondary education in accounting, finance, commerce or business administration, or equivalent experience. Strong analytical, credit underwriting and leadership skills are required.
Microsoft Power Platform, Microsoft Copilot
Relationship Manager/Senior Relationship Manager
London, ONMeridian Credit Union Limited: As a company that puts people first.
2+ ansCandidates need a university degree in business, finance or a related field, plus two to five years of progressive commercial lending experience. Strong analytical, negotiation and presentation skills, advanced knowledge of business lending rules, and comfort with digital and AI-enabled tools are also required.
Microsoft Power Platform, Microsoft Copilot
Commercial Analyst - CMHC Multi-Unit Residential
London, ONMeridian Credit Union Limited: As a company that puts people first.
Candidates need post-secondary education or related training, good knowledge of financial accounting and lending principles, and strong analytical and problem-solving skills. Experience with Microsoft Power Platform or Copilot is an asset.
Microsoft Power Platform, Microsoft Copilot
Senior Relationship Manager/Relationship Manager
St. Catharines, ON +1Meridian Credit Union Limited: As a company that puts people first.
2+ ansCandidates need a business or finance degree, or equivalent experience, plus two to five years of commercial lending experience. Strong analysis of financial statements, credit risk knowledge and sales and negotiation skills are required.
Microsoft Power Platform, Microsoft Copilot
AML/ATF Quality Control Specialist
Etobicoke, ONMeridian Credit Union Limited: As a company that puts people first.
3+ ansCandidates need three years of AML/ATF compliance or investigations experience, or QC, assurance or audit experience, plus strong knowledge of money laundering typologies and FINTRAC guidelines. Proficiency with MS Office is required, and SQL and AML case management software are assets.
MS Office, Excel, Word, PowerPoint, SQL, AML alert/case management system
Regional Vice President Wealth
Etobicoke, ONMeridian Credit Union Limited: As a company that puts people first.
7+ ansCandidates need 7 to 10 years of financial services sales management experience and a bachelor's degree, diploma or equivalent experience. An IIROC or MFDA licence is required, and a Financial Planning designation or insurance licence is an asset.
Microsoft Power Platform, Microsoft Copilot