Advisor Enablement Specialist Meridian
Meridian Credit Union Limited
Advance advisor enablement at Meridian through CRM reporting, workshops, and field-ready resources. This hybrid role requires Toronto-area office time and regional travel.The Advisor Experience Specialist translates Wealth and enterprise initiatives into practical support for advisors and leaders. You will help strengthen advisor effectiveness, member engagement, and adoption of core practices. The work combines training reinforcement, operational improvement, feedback analysis, and collaboration across operations and compliance.Key Responsibilities:
Champion adoption of Conquest, Dynamics 365, CapIntel, and Advisor StreamMonitor tool usage and user feedback for barriersDevelop practical resources and training contentSupport new and core advisor developmentProvide launch and change-adoption recommendationsRequirements:
Five to seven-plus years of advisor-support or wealth experience recommendedWorking knowledge of investment products and planning techniquesExperience using CRM reporting and performance indicatorsAbility to translate complex initiatives into field-ready actionsCRM experience, ideally Dynamics 365, strongly preferredUse facilitation, communication, technology adoption, and field insight to build practical advisor support across Meridian’s Wealth business.
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Champion adoption of Conquest, Dynamics 365, CapIntel, and Advisor StreamMonitor tool usage and user feedback for barriersDevelop practical resources and training contentSupport new and core advisor developmentProvide launch and change-adoption recommendationsRequirements:
Five to seven-plus years of advisor-support or wealth experience recommendedWorking knowledge of investment products and planning techniquesExperience using CRM reporting and performance indicatorsAbility to translate complex initiatives into field-ready actionsCRM experience, ideally Dynamics 365, strongly preferredUse facilitation, communication, technology adoption, and field insight to build practical advisor support across Meridian’s Wealth business.
#J-18808-Ljbffr
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