One of the important ways we provide value to our Members is by
proactively identifying opportunities for our Members to help them achieve their immediate and long-term investment goals. We partner with our Members to give genuine and straightforward financial advice.
Meridian financial planning professionals understand the importance of acting in
the best interests of Meridian Members. You’ll work closely with your Members to understand their unique needs, helping them to make the optimal decisions based on a competitive suite of investments & other financial solutions.
Join Meridian’s team of financial professionals
We work as a team of trusted, dedicated professionals who build a financial plan to help our Member’s achieve their investment goals. We partner with our Members to implement the plan, review it regularly and make adjustments as required.
If you have the desire, industry knowledge and credentials* to help our Members fulfill their ambitions, we would like to talk to you.
Find your opportunity
* Financial Planning Specialists require CFP designation.
* Investment Specialists must have a minimum of CSC certificate or IFIC License.