Wanted: experienced wealth advisors
Meridian Wealth - Join our Team
Meridian Wealth is uniquely positioned to support your career as an investment advisor. Whether you are a new advisor looking for opportunities or an experienced advisor looking for a change, we’ll make your transition easy and continually support the growth or succession of your practice.
When you join the Meridian Wealth team, you’ll have access to a full suite of competitive wealth solutions through our partnership with Aviso Wealth Inc., a leading independent wealth services provider.
Peace of mind
We partner with trusted brands, enabling you to grow your business and serve Members with confidence.
Competitive compensation
Compensation that reflects your skill, experience, and the value of your practice upon transition.
Easy transition
For experienced advisors, a dedicated team offers seamless transitions, prioritizing one-on-one support and confidentiality.
What our advisors have to say
“If you want to feel part of a team, and not just a number, come and join us at Meridian.”
Being part of the largest credit union in Ontario gives us a seat at the table with our dealer (Aviso Wealth Inc). At the same time, we’re small enough to feel that, as employees, we have a voice.
Meridian values long-term growth opportunities for advisors.
Paul Shelestowsky, CFP, CIM, FSCI
Investment Advisor
– 20+ years with Meridian –
“The Meridian leadership team welcomes feedback. My experience and my voice matter.”
I love that Meridian gives back to the communities we serve and that our leadership team welcomes advisor feedback.
If you’re considering joining Meridian Wealth, come and check us out – see what makes us different. You might feel like you’re coming home.
Nancie Taylor, CFP, RIS
Investment Advisor
– 26+ years of experience –
“Meridian is a fantastic place to grow and manage your portfolio of clients.”
Meridian is different from other financial institutions. Our teams know our Members by name and care about helping them reach their financial goals.
Meridian provides the tools we need to achieve success for ourselves and our Members. It's a fantastic place to grow and manage your portfolio of clients.
Luisa Santopietro, CFP, RIS, CIM
Senior Financial Planner
– 5.5 years with Meridian Wealth –
“Meridian has been an ideal place to build a career in wealth management.”
I’m proud of the way Meridian invests in the well-being of the communities we serve.
Meridian is an ideal place to build a career in wealth management. If you’re thinking of joining our team, you’ll find great people and leadership that supports our growth and success. Whether you need assistance or have an idea to put forward, everyone here is ready to help.
Maryam Mahdavifar, PFP®, RIS
Financial Planner
– 5 years with Meridian Wealth –
“Moving from a Big Five bank to Meridian is the best professional decision I’ve made.”
I’m proud that our focus at Meridian is always to do what’s right for our Members.
Our branches have a culture of teamwork, which creates referral and growth opportunities that you wouldn’t see in other financial planning channels.
Meridian’s ecosystem has allowed me to grow from a new build book to a mature private wealth portfolio.
Jordan Damiani
CFP, TEP, RRC
Investment Advisor
– 10 years with Meridian Wealth –
Investment offerings
As an advisor, you want access to a wide range of first-class offerings and digital wealth tools. Through our partnership with Credential Securities and Credential Asset Management Inc., we offer a full suite of competitive wealth solutions.
Among our investment offerings are:
A wide range of mutual funds
Fee-based managed solutions, including exclusive discretionary and non-discretionary accounts
Responsible investing through NEI Investments
Digital wealth offerings, such as Qtrade Direct Investing® and Qtrade Guided Portfolios®
A seamless transition
Are you an experienced advisor, looking to transition your client portfolio? Our transition process is designed to deliver the peace of mind you deserve. We prioritize confidentiality and allow time to make sure we’re a good fit.
Interviews
Our process starts with a series of meetings to get to know one another better. You’ll discover the benefits of becoming a Meridian advisor while we learn about your goals and experience.
Agreement
Once you decide to join Meridian Wealth, we’ll draft the documents required to move forward.
Transition planning
The transition of your practice to Meridan Wealth will be guided by a robust project plan. At your pace and on your schedule, we’ll help transition your accounts with continuous oversight from your full-time transition team.
Welcome onboard
Once your move is complete, you’ll continue to have support through our operations, service, and transition teams.
Meet our leadership team
Regional Vice President at Meridian Credit Union | 35 years of experience | GTA
Many people think the job of a financial planner is all about money. To me, nothing could be further from the truth. The work of a financial planner is all about relationships – getting to know your Members, understanding their needs and goals, and only then educating them on the products and services that can help them reach their financial objectives.
Regional Vice President at Meridian Credit Union | Investment Advisor at Credential Securities | 16 years of experience | Ontario North East + Windsor Essex County + Ottawa
After spending nearly 16 years in the Finance and Wealth Management sector, I am so proud to have found a home with Meridian Wealth. My time here has flown by. It has been some of the most engaging, fulfilling, and meaningful work I’ve ever had the privilege of doing, and I wake up feeling blessed to be here every day!
Regional Vice President at Meridian Credit Union | Mutual Fund Investment Specialist at Credential Asset Management Inc. | 14 years of experience | Private Wealth across Ontario
In 2018, I joined Meridian Wealth because I saw an organization that was focused on creating an exceptional experience for both Members and employees. Five years later, I can confidently say it was the right decision. At Meridian, a positive, engaging culture allows employees to thrive, while delivering peace of mind, relief, and optimism to our Members.
Regional Vice President at Meridian Credit Union | 27 years of experience | GTA West + Southwestern Ontario
One of the main reasons I joined the Meridian Wealth team, after twenty-three years with another financial institution, was its culture. Meridian is truly a Member and employee-centric organization that cares about the communities it serves. Within Meridian Wealth, we sincerely strive to help our Members achieve their best lives by being an inclusive, transparent, and Member-focused financial partner.