Financial Planner, Wealth Advice Centre

Role overview

Work arrangement

• The team operates in a hybrid model, balancing time on-site or in a branch with remote work.
• The posting describes a remote work policy with at least one office day per week for purposeful meetings.
• Office location is the Ottawa-Carleton Region.

Member advice

• Conduct discovery conversations and develop plans for investments, education, retirement, estate planning, risk management, and basic tax considerations.
• Review and update plans as members' needs, life events, and market conditions change.
• Explain investment options, costs, and risks; recommend suitable portfolios.
• Prepare and interpret performance reports, financial summaries, income projections, and planning documents.
• Act in members' best interests while balancing Meridian's objectives.

Growth and collaboration

• Grow sales by deepening existing relationships and increasing share of wallet; generate new business through referrals, campaigns, and other lead sources.
• Work with retail, small business, mortgage, commercial, and wealth colleagues to identify and convert referrals.
• Support member campaigns and contribute to team scorecard outcomes.
• Provide product guidance to internal partners, mentor less experienced advisors, assist with complex planning, support pilots, and represent Meridian in the community.

Professional standards

• Maintain required licensing and continuing education; stay current on wealth management trends, products, strategies, and planning concepts.
• Demonstrate practice, time-management, and organizational skills.

Experience and designations

• At least three years of financial services experience focused on broad-based advising.
• Mutual Fund licensing is required; coursework to convert to Investment licensing may be required.
• One of QAFP, PFP, CFP, or RRC is required.
• Maintain necessary securities registrations; CIM, TEP, or other relevant designations are assets.
• Prior mutual fund, investment, or insurance licensing is noted among relevant knowledge.

Knowledge and capabilities

• Knowledge of wealth management, investment products, risk management, tax effectiveness, retirement, cash flow, income planning, retail banking, and wealth products.
• Strong communication, discovery, relationship-building, business development, presentation, and partnership skills.
• Proficiency with financial planning, CRM, investment, and advisor support software.
• The posting seeks comfort learning digital tools and AI; Power Platform and Microsoft Copilot experience is an asset.
• Member focus, integrity, proactivity, transparency, teamwork, critical thinking, data use, curiosity, and flexibility are emphasized.

Compensation

• The posting lists a $70,000 base salary plus commission; it does not specify the base salary's cadence.