A leading credit union in Ontario is seeking an Investment Planning Consultant to provide personalized advice and develop business opportunities. The ideal candidate should possess 3+ years of wealth management experience and hold a valid Mutual Fund License. This hybrid role includes responsibilities such as financial planning and compliance oversight while ensuring excellent member service. Compensation includes a base salary of $50,000 with additional performance incentives and benefits. Join a purpose-driven team and help Members achieve their financial goals. #J-18808-Ljbffr
About This Opportunity: At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
The Senior HR Business Partner acts as a trusted advisor and thought partner to senior leaders, enabling business strategy through enterprise‑focused talent management, organizational design, and data‑driven workforce decisions. This role operates at a strategic level—anticipating future workforce needs, shaping organizational capability, and using people analytics to influence leadership decisions and outcomes.
The role is responsible for delivering strategic HR leadership across talent management & retention, succession planning, employee relations, performance management and diversity, equity and inclusion. This position will shape and execute enterprise‑wide people strategies, drive employee engagement, and enable organizational success through innovative, data‑informed HR solutions.
Strategic HR Planning & Talent Management
Demonstrate passion about partnering with business leaders to build a client focused culture supported by the right employee capabilities.
Collaborate and partner with business leaders to understand organizational objectives and provide strategic HR guidance. Define talent problems and hypothesize, test and build solutions.
Lead the execution of enterprise talent management strategies, including Talent Identification, Succession Planning, leadership development, and critical role planning.
Partner with leaders to assess leadership and capability readiness, identifying strengths, gaps, and future risks aligned to Meridian’s strategic priorities.
Enable leaders to grow talent with purpose and intent, fostering internal mobility, leadership depth, and inclusive succession pipelines.
Workforce Planning & Organizational Design
Provide strategic advisory support on organizational design, structure, role clarity, and spans of control, ensuring alignment to strategy and operational effectiveness.
Support transformation initiatives (e.g., restructures, workforce optimization, operating model shifts) with a strong focus on change impact, people risk, and sustainability.
Partner with senior leaders to develop forward‑looking workforce plans aligned to business strategy, operating models, and financial targets.
Lead position management governance, ensuring role creation, changes, and backfills align with approved headcount, spans of control, and organizational design principles.
Provide strategic guidance on capacity planning, demand forecasting, and skill mix optimization to support current and future business needs.
Use workforce and position data to assess organizational health, identify gaps, redundancies, or risk areas, and recommend evidence‑based solutions.
Support enterprise initiatives related to cost management, productivity, and FTE optimization, including vacancy governance and scenario planning.
Data & Analytics – Insight‑Led Decision Making
Leverage people data and analytics to deliver clear, evidence‑based insights on workforce health, talent risk, engagement, turnover, and capacity.
Translate data into compelling narratives and recommendations, helping leaders connect insight to action and outcomes.
Use analytics to anticipate challenges, challenge assumptions, and improve the quality of workforce decisions at an enterprise level.
Partner with People Analytics teams to continuously strengthen Meridian’s data maturity and insight capability.
Workforce Risk & Compliance
Proactively identify, assess, and mitigate workforce‑related risks (e.g., capacity, capability, succession, employee relations, and regulatory risk) that could impact business continuity and performance.
Act as a trusted advisor to leaders on employment legislation and people‑related policy compliance, ensuring decisions align with legal, regulatory, and organizational standards.
Embed a risk‑lens into workforce planning, organizational design, and position management decisions to ensure sustainable and compliant structures.
Knowledge, Skills & Abilities
Demonstrated expertise in talent management, organizational design, and workforce analytics.
Experience supporting transformation, growth, or operating model change in complex organizations.
Strong strategic thinking and ability to connect people initiatives to business outcomes.
High level of data literacy — comfortable interpreting, questioning, and applying insights from people analytics.
Advanced consulting skills including influencing, diagnosing issues, and navigating ambiguity.
Ability to balance enterprise consistency with business‑specific nuance.
Executive‑level communication skills; able to frame insights succinctly and credibly.
Adaptability and Resilience: Flexibility to navigate a dynamic and changing business environment, adapt to new technologies and methodologies, and remain resilient in challenging situations.
HR Expertise: In‑depth knowledge of HR principles, practices, and regulations including talent management, performance management, compensation, benefits, employee relations, and employment law.
Change Management: Proficiency in leading and managing change initiatives within the organization, including restructuring, mergers, acquisitions, or organizational culture shifts.
Leadership: Ability to lead and develop HR teams, mentor junior HR professionals, and collaborate effectively with cross‑functional teams.
Education, Work Experience, And Professional Designations/Certifications
Bachelor’s degree or post‑graduate certificate in Human Resources is required.
Certified Human Resources Leader (CHRL) is preferred.
8+ years of progressive HR experience, including experience as an HR Business Partner supporting senior leaders.
Experience supporting multi‑disciplinary or enterprise portfolios, ideally within financial services, credit unions, or highly regulated environments.
This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.
Salary Range:
CAD $95,000.00 to $135,000.00 annually.
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
Office Location:
Toronto Corporate Office located at 3280 Bloor St W, Etobicoke, ON or St. Catharines Corporate Office, located at 75 Corporate Park Drive, St. Catharines, ON.
Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.
What’s in it for you?
We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
We provide you with the tools and technology needed to delight your candidates and clients.
You’ll get to work with and learn from diverse industry leaders.
Hybrid work arrangements with in‑person office time to collaborate, innovate and build relationships with your colleagues.
This isn’t your typical "corporate" job. We work hard and we have fun!
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for
sustainable growth ,
community impact , and
future‑readiness . As the financial landscape evolves, we’re looking for team members who bring:
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset.
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Who we are
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose — helping our members achieve their best life.
Experience the Difference!
Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
Thank you for your interest in Meridian Credit Union.
#J-18808-Ljbffr
About This Opportunity
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
Responsibilities
Manage relationships and partner with Members and insolvency professionals. Provide excellent service and be always professional in challenging scenarios.
Develop and implement strategies to return high risk loans to performing, wherever possible, and minimize credit losses in situations where there has been a business failure.
Manage Business Banking lending portfolios within Watch List and Loan Loss Provision benchmarks.
Understand and keep track of market and regulatory changes and developments and incorporate into Member credit recovery strategy.
Take action to protect Meridian against legal action and report / partner with Corporate legal on ongoing litigation matters.
Assist with respect to overall regulatory compliance by having responsibility for completion of monthly reporting as required under Board Credit Management policy.
Maintain Watch List summary reporting, inclusive of action plans and key dates, in an effort to reduce exposure and provide regular disclosure.
Provide effective stewardship to the Commercial Credit lending portfolio, contributing to regular monthly reviews of portfolio credit quality through established measures. Proactive risk management and accuracy of Credit Agreement / Forbearance Agreement preparation.
Enhance the profile of the Commercial Credit team through the organization through open communication, highlighting the role of Commercial Credit in contributing to the credit risk management function, in support of a differentiated brand and contributing to Meridian’s overall sustainable profitability.
Create efficiency in the credit approval process through streamlined applications, refined processes and by leveraging enhanced automation in monitoring borrower default risk.
Foster a culture of shared, proactive risk management with Delivery partners.
Work in Partnership with Finance to review and agree Loan Loss Provision Reporting on a monthly basis.
Work in Partnership with external auditors to verify and validate Loan Loss Provision for Impaired Members to support PWC’s efforts in approving Meridian’s Audited Financial Statements.
Build strong relationships and partner with specialist legal, accountants and Trustees (Receivership Accountancy firms) to implement insolvency strategy, tactics and execution in a timely manner.
Achieve at minimum “Satisfactory” audit results on external and internal audit reviews and act on audit recommendations for enhancements.
Knowledge, Skills, Abilities
Relationship Management experience with Members. It is a prerequisite to have experience as a Commercial or Corporate Banking Relationship Manager.
The ability to distill important information and communicate concisely both verbally and in writing. Communication needs to be tailored to the audience, which will include Meridian Executive and Board Members as well as Financial Regulators.
Understanding of all types of real estate lending (land, construction, all income producing asset types).
Understanding of cashflow lending (leveraged finance, GSA lending).
Commercial and Corporate finance experience is beneficial.
Experience of syndicated lending financing with Schedule 1 Banks and Credit Union participations.
Insolvency / workout experience and ability to build on existing and develop new relationships with insolvency professionals.
The key technical skills required are analytics, diligence, objectivity, insight, accuracy, flexibility and creativity. A culture of shared, proactive risk management with Sales and Relationship partners is to be fostered.
Strong understanding of commercial business structures and excellent analytical skills in the areas of financial statements, cash flow mechanics, and business plans.
Sound understanding of commercial lending security documentation, including work-out techniques and remedies.
Strong negotiation skills, coupled with a demonstrated ability to initiate action to achieve results and meet deadlines while respecting fundamental corporate values.
Drive and determination is key. Time management skills and ability to move credit requests forward under pressure is important.
Excellent verbal and written communication skills.
Educating and developing Senior Credit Analysts and other colleagues to support succession planning and individual development plans / improve Meridian’s bench strength for the future.
Strong computer competency (Word/Excel/Outlook).
This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.
Salary Range
CAD $95,000 to $140,000 annually.
Office Location
Toronto Corporate Office located at 3280 Bloor St W, Etobicoke, ON or St. Catharines Corporate Office, located at 75 Corporate Park Drive, St. Catharines, ON.
Remote Work Policy
Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.
Benefits
We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
We provide you with the tools and technology needed to delight your candidates and clients
You’ll get to work with and learn from diverse industry leaders
Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
This isn't your typical “corporate” job. We work hard and we have fun!
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Who we are
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.
Experience the Difference!
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
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Join Our Talent Community – Financial Services Associate, Retail Branches at Meridian Credit Union
1 day ago – Be among the first 25 applicants.
Meridian is dedicated to integrating our purpose into everything we do for people, the planet, and communities. We aim to create opportunity and meet people where they are.
Our Retail Banking Practice
We are recognized as the financial institution that has the most local impact, supported by a purposeful value proposition. Our team delivers advice‑based banking while providing tools that reduce complexity, offer the right information, and motivate members to reach their financial goals. We work alongside Wealth, Small Business, and Mobile Mortgage Specialists to support our members’ holistic financial growth.
As a Senior Financial Services Associate
You will join a team of highly engaged professionals dedicated to providing an exceptional Member Experience. Your primary responsibilities will involve understanding members’ financial needs, offering appropriate advice and recommendations, and managing member portfolios to build long‑term relationships. You will also be accountable for meeting and exceeding specific individual and team‑based business goals.
What you’ll do
Member Experience
Understand how Meridian’s products and services add value to our members.
Provide investment advice by identifying and promoting solutions that meet member needs.
Recommend credit products based on accurate underwriting skills.
Engage in revenue generation and sales activities to achieve performance objectives and build external centres of influence.
Use tools to proactively identify and promote opportunities with all members for deeper relationships and flawless service experiences.
Leverage virtual technology platforms to host meetings and engage members through impactful communication.
Maintain discretion and confidentiality to respect member privacy.
Employee Experience
Build and cultivate internal relationships within the Member Experience teams and cross‑functional departments.
Communicate openly, promote inclusivity, and foster belonging.
Engage in individual learning and development aligned with Meridian values.
Participate in the leadership team’s planning process and provide feedback.
Act as a leader and role model when the Branch Manager is away.
Community Experience
Promote Meridian Credit Union in your community by engaging in community activities or events while demonstrating Company Values.
Support local community organizations through Business Development and Good Neighbour Program activities.
What you can bring to Meridian
Post‑secondary education with at least 3 years of equivalent experience in a financial services environment and a consistent track record in sales.
Strong business and financial industry knowledge with a desire for career growth within the sector.
MFDA licensing is required for most roles.
Flexibility to work all scheduled hours, including evenings and Saturdays.
Proficiency with computer systems and programs, including Microsoft Office and Outlook.
Strong negotiation, interpersonal, written, and oral communication skills, including coaching and leadership abilities.
Effective organizational, time‑management, and problem‑solving skills.
Salary Range
– CAD $52,000 – $78,000 annually. Compensation depends on skills, experience, and internal equity. Higher placement may apply within the range. Recruiters will discuss further details during the hiring process.
Come Join Us
– We have numerous branches across Ontario. Please mention your preferred branch location in ensuing screening questions.
Build the Future of Banking with Us
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies. Experience with low/no code tools like the Microsoft Power Platform and generative AI tools such as Microsoft Copilot is considered an asset.
Critical Thinking – Ability to analyze, evaluate, and interpret information from various sources and apply logic and problem solving to make decisions.
Data‑Driven – Leverage data and insights to identify, prioritize, and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty; ask more questions, explore more options, and continuously learn and grow.
What's in it for you?
Paid vacation time and other time off.
Employer‑paid health benefits.
Defined contribution pension matching.
Financial benefits including free banking and special rates on mortgages, lines of credit, and more.
Tuition reimbursement program.
Unique rewards and recognition program.
We are Ontario’s largest credit union and the second largest in Canada, serving more than 360,000 members. With a history of over 75 years, 89 retail branches, 15 Business Banking Centers, and $30 B in assets under management, Meridian offers a wide range of financial products and services to retail, business, and wealth members. We are committed to innovation and investing in the communities we serve.
Meridian is committed to promoting an inclusive, accessible environment where all employees and customers feel valued, respected, and supported. We employ a workforce that reflects the diversity of our communities and members.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
Individuals with disabilities will be provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Thank you for your interest in Meridian Credit Union.
#J-18808-Ljbffr
A financial services leader is seeking Investment Specialists/Financial Planners for future opportunities in the Greater Toronto Area. This role requires 3+ years of financial services experience and certifications such as CSC, CPH, and WME. Successful candidates will conduct discovery meetings, educate Members on investment options, and collaborate with branch management to achieve sales goals. Participate in an inclusive environment with flexible remote work arrangements. #J-18808-Ljbffr
Leverage strategic insight as a Senior HR Business Partner. Guide talent development, workforce planning, and data-driven decision-making in an evolving organizational landscape.
This role strategically partners with senior leaders to deliver impactful HR solutions focused on talent management and employee engagement. Your expertise in organizational design and analytics will be pivotal in assessing workforce readiness and guiding leadership decisions aligned with business objectives.
Key Responsibilities:
• Develop and execute HR strategies for talent management
• Collaborate on organizational design and workforce plans
• Enhance employee engagement through innovative solutions
• Use data analytics to inform HR decisions and strategies
• Proactively address compliance and workforce-related risks
Requirements:
• 8+ years of HR experience, with a focus on business partnership
• Required Bachelor's degree or higher in HR
• Certified Human Resources Leader (CHRL) preferred
• Strong analytical and consulting capabilities
• Ability to influence and communicate effectively at all levels
Harness your HR expertise to create sustainable workforce solutions and enhance organizational effectiveness through strategic partnerships.
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Director, Wealth Sales Enablement
As a Director, Wealth Sales Enablement, you will be accountable for driving Wealth growth through the design, build, and execution of scalable advice channels and strategic initiatives. This role owns the end‑to‑end success of Meridian’s Wealth Advice Centre (WAC), a virtual advice channel focused on growing Assets Under Administration (AUA) through financial planning for our mass market and mass affluent members. You will also lead enterprise initiatives that enhance advisor productivity, distribution effectiveness, and member experience.
As a member of the Wealth Leadership Team, you partner closely with Regional Sales Leaders, Retail Distribution, Transformation, Operations, Marketing, Technology, and external partners to deliver sustainable growth, ensure regulatory alignment, and evolve Meridian’s Wealth distribution model for the future.
Responsibilities
Wealth Strategy & Distribution Enablement
Act as the Wealth subject‑matter expert on enterprise initiatives that enhance wealth distribution, advisor effectiveness, and member experience.
Partner with Transformation Team and senior leaders to identify, assess, and launch new growth opportunities, including channel strategy reviews and distribution model evolution.
Develop and execute Wealth channel strategies for mass‑market & mass‑affluent member segments, including:
Evolution of the Licensed FSA role
Coaching and enablement models
A long‑term hybrid and virtual advice strategy
Lead distribution‑focused initiatives such as advisor compensation reviews, book optimization programs, evolution of our investment planning consultant operating model, private wealth offering assessments, and segmented service standards.
Monitor regulatory, dealer, and industry developments and translate impacts into clear strategic priorities.
Provide strategic input into Wealth’s annual operating plan and multi‑year initiative roadmap.
Wealth Advice Centre (WAC) – Channel Ownership & Growth
Own the strategy, build‑out, and performance of the Wealth Advice Centre (WAC), comprised of Virtual Financial Planners and Investment Specialists.
Accountable for WAC growth outcomes, including AUA growth, sales results, productivity, and overall channel performance.
Establish annual sales targets, performance scorecards, and operating priorities for the virtual team.
Design and implement operating models, workflows, and technology enablement that maximise virtual advisor productivity and scalability.
Develop and source new referral and lead‑generation opportunities to fuel sustained WAC growth.
Build a high‑performing, engaged virtual advice culture aligned to Meridian’s values and growth ambition.
Wealth Product & Practice Management
Provide strategic oversight for all Financial Planner best practices, onboarding, and development pathways, in partnership with Sales Effectiveness and regional leaders.
Serve as the primary liaison with Meridian’s investment dealer (Aviso) and other external partners to coordinate practice management programs and learning initiatives.
Enable advisor capability through high‑impact training and coaching, including group and 1‑on‑1 delivery models.
Support advisor adoption of goal‑based financial planning, with strong emphasis on discovery, plan creation, and fulfillment using Conquest (or equivalent).
Champion adoption of advisor technology platforms (e.g., CRM, Conquest Financial Planning, AdvisorStream, Capintel, etc.) by providing training, best practices, and ongoing support.
Own and govern key Wealth policies, including product, fee, and financial planning standards.
Contribute to enterprise Wealth communications, including internal channels, Town Halls, and leadership updates.
Leadership & Enterprise Impact
Lead and develop a senior team of managers and indirectly lead virtual and hybrid advisors.
Set clear expectations, priorities, and performance objectives aligned to Wealth strategy.
Coach, mentor, and develop leaders to build a strong succession pipeline and high‑performance culture.
Act as a trusted leader on the Wealth Leadership Team, contributing to Meridian’s broader growth, transformation, and long‑term strategy.
Qualifications
12+ years of progressive experience in Wealth Management, including advisory, sales leadership, and practice management.
5+ years of senior leadership experience, leading advisors and managers in complex environments.
University degree in Business, Commerce, Economics, or related discipline.
Wealth or financial planning accreditations considered an asset.
Proven experience building and scaling sales or advice channels, including virtual or distributed teams and developing leaders.
Strong strategic capability with demonstrated success delivering enterprise‑level initiatives and change portfolios.
Deep knowledge of Wealth products, fee structures, planning standards, and regulatory expectations.
Expertise in practice optimization, sales processes, financial planning workflows, and advisor technology platforms (e.g., CRM, Conquest Financial Planning, AdvisorStream, Capintel).
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience.
Highly analytical with the ability to translate data into clear, compelling executive insights.
Exceptional communication skills with confidence engaging senior leaders and influencing outcomes.
Thrives in a fast‑paced, evolving environment with multiple priorities.
Benefits
We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
We provide you with the tools and technology needed to delight your candidates and clients!
You’ll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
Hybrid work arrangements with in‑person office time to collaborate, innovate and build relationships with your colleagues
This isn’t your typical “corporate” job. We work hard and we have fun!
Location
Hybrid. Office locations: 3280 Bloor St W, Etobicoke, ON and 75 Corporate Park Dr, St. Catharines.
Salary & Compensation
Salary Range: CAD $123,400 - $150,000. Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
Equal Employment Opportunity
Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Due to the volume of applications, only those under consideration will be contacted for an interview.
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What You’ll Do:
System Integration:
Design, plan, test, and execute marketing technology and data enablement projects, contributing to the seamless integration and functionality of new marketing tools and systems.
Review key marketing strategies to collect requirements and design solutions with data, IT, and digital teams, ensuring the necessary data is integrated into CRM (Dynamics 365) to support the operation of marketing journeys, processes, and campaign measurement.
Partner with Digital Transformation and IT to enable and optimise Google Analytics 4, including tagging, to leverage key consumer behaviours across Meridian’s digital properties.
Evaluate the marketing technology stack to pinpoint integration points, identify gaps, and recognise potential risks, uniquely combining complex multi‑system data and technology platforms.
Support system upgrades and enhancements to maintain functional and efficient integrations, keeping abreast of new technologies and best practices in system integration.
Conduct UAT and Post‑Production testing to ensure proposed solutions work as intended.
Provide training for new processes, capabilities and technology integrations as required.
Data Migration:
Improve our ability to track the consumer’s journey across the full marketing funnel.
Collaborate to enhance marketing attribution, ensuring alignment and data consistency across Finance, Marketing, and Business Operations teams.
Troubleshoot and resolve data migration issues.
Work with Enterprise Analytics to identify, integrate and optimise new and existing data sources (including scoring models) into CDP/analytics tools for marketing orchestration.
Prepare data migration plans detailing risk, milestones, quality and business sign‑off in conjunction with the implementation team.
Design and maintain data architecture to support seamless integration and efficient data flow across systems.
Data Governance & Analysis:
Partner with the Marketing Operations Manager to conduct data quality assessments, identifying and correcting errors, duplicates, and inconsistencies (routine and QA automation).
Oversee customer data management to maintain data hygiene and governance, ensuring compliance with regulatory standards.
Collaborate with stakeholders to evaluate processes and provide recommendations for enhancing data accuracy, quality, process efficiency and reporting automation.
Implement database tracking and dashboards for metrics and reporting to ensure progress is measured, evaluated and continually improved.
Document data governance processes and outcomes.
What You Bring:
Minimum 4+ years of experience working with marketing automation & MarTech platforms (Dynamics 365 for Marketing, Salesforce, Marketo, Eloqua) for journey automation and segmentation.
4+ years of experience designing and implementing complex marketing analytics and CRM cloud platforms (Dynamics 365, Adobe, Salesforce, Google Analytics 4).
4+ years of experience within a Data Integration role, preferably in the Financial Services sector.
4+ years of experience with modern BI/Data Visualization platforms (e.g., PowerBI, Tableau, Looker).
4+ years of advanced SQL, Python, Java or other relevant programming languages.
Post‑secondary education with a focus in Technology, Computer Science or related field considered an asset.
Cloud platform certifications (Google Analytics, Salesforce, Microsoft Azure, etc.)
Certified Scrum Master (CSM) or Professional Scrum Master (PSM) certification considered an asset.
Salary Range:
CAD $68,800 – $103,200 annually
Office Location:
Toronto Corporate Office with the ability to travel to our St. Catharines office as needed; this is a hybrid work opportunity.
Remote Work Policy:
Employees may work remotely but must be in the office at least one day per week for meetings and collaboration.
What's in it for you?
Inclusive and collaborative working environment encouraging teamwork, creativity, curiosity and celebrating success.
Tools and technology needed to delight our customers and clients.
Opportunity to work with and learn from diverse industry leaders and colleagues with top‑company experience.
Hybrid work arrangements with in‑person office time for collaboration and relationship building.
A workplace that values fun and a different approach to corporate life.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
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Join to apply for the
Join Our Talent Community! Financial Services Associate - Contact Centre
role at
Meridian Credit Union
3 days ago Be among the first 25 applicants
Join to apply for the
Join Our Talent Community! Financial Services Associate - Contact Centre
role at
Meridian Credit Union
Looking to grow your career in financial services?
At Meridian, we’re always on the lookout for passionate, driven individuals to join our Contact Centre Sales & Lending Team. This is a
posting for future opportunities , a chance to join our
talent community
and be first in line when new roles open up.
About The Role
As a Financial Services Associate, you’ll play a key role in helping our Members achieve their financial goals. You’ll provide tailored advice and promote Meridian’s full suite of products and services while building strong, lasting relationships.
What You’ll Do
Offer personalized credit and investment advice, even for complex needs
Identify opportunities to deepen Member relationships
Use virtual platforms to deliver exceptional service
Collaborate with teammates and cross-functional partners
Meet and exceed individual and team-based business goals
What You Bring
3+ years of experience in financial services with a strong sales track record
Post-secondary education
Strong communication, time management, and tech skills
Flexibility to work rotating shifts (Mon–Fri 8am–8pm, Sat 8am–4pm)
A passion for helping others and a desire to grow your career
Where You’ll Work
This hybrid role is based at 531 Lake St, St. Catharines, ON, with the flexibility to work from your home office (within Ontario).
Why Join Our Talent Community?
By applying to this posting, you’re not applying for a specific vacancy, but you are taking the first step toward joining a team that values people, purpose, and potential. We’ll keep your profile on hand and reach out when a role becomes available that matches your skills and goals.
Salary Range: CAD $58,000 – $62,000 annually
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
What's in it for you?
As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:
Paid vacation time, and other time off
Employer-paid health benefits
Defined contribution pension matching
Financial benefits including free banking, and special rates on mortgages, lines of credits and more
Tuition reimbursement program
Unique rewards and recognition program
You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.
Build the Future of Banking with Us
At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for
sustainable growth ,
community impact , and
future-readiness . As the financial landscape evolves, we’re looking for team members who bring:
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.
Our Story:
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.
Our Commitment to You:
Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian Credit Union.
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@MeridianCareers
Connect with us on LinkedIn
Where You’ll Work
This hybrid role is based at 531 Lake St, St. Catharines, ON, with the flexibility to work from your home office (within Ontario).
Why Join Our Talent Community?
By applying to this posting, you’re not applying for a specific vacancy, but you are taking the first step toward joining a team that values people, purpose, and potential. We’ll keep your profile on hand and reach out when a role becomes available that matches your skills and goals.
Seniority level
Seniority level Mid-Senior level
Employment type
Employment type Full-time
Job function
Job function Finance and Sales
Industries Banking
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Elevate your career as a Senior Data Scientist focusing on advanced analytics and AI. In this hybrid role, you'll design innovative models, partner with teams, and drive impactful data solutions.
As a senior member of the Enterprise Data and Analytics Team, you will be instrumental in implementing sophisticated analytics and AI models. Collaborate effectively with data engineers and analysts while guiding junior scientists. Your work will ensure the accessibility and reliability of data science initiatives across the organization.
Key Responsibilities:
• Lead design and development of advanced analytics models
• Collaborate closely with data engineers and analysts
• Drive and analyze large structured and unstructured datasets
• Conduct peer reviews on predictive models
• Provide technical mentorship to junior members
Requirements:
• Proficient in machine learning and data mining techniques
• Strong skills in Python and SQL Server
• Experience with PowerBI and ETL pipeline management
• Familiarity with Azure technologies preferred
• Excellent problem-solving and communication abilities
Make an impact in a dynamic data environment, leading the way in AI innovation and collaboration.
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