As a member of the Wealth Advice Centre team, the Financial Planner works collaboratively as part of a team of advisors dedicated to delivering strong Member outcomes and business results by helping Meridian Wealth members achieve financial peace of mind. Financial Planners build trusted, long-term relationships with members by providing holistic, personalized financial advice aligned to each member’s goals, risk tolerance, and life circumstances. Working in a hybrid team-based model, the Financial Planner contributes directly to growth objectives and scorecard outcomes of the team, while supporting members across traditional branch boundaries. This means that WAC Financial planners balance time on-site / in-branch and operating in a remote environment to engage with Meridian Members.