Wealth Advisor Coaching Specialist
Meridian Credit Union Limited
Support wealth advisors through practical coaching, onboarding, and tool adoption in Meridian’s hybrid Toronto-area environment. Strengthen member engagement using data-informed guidance.As an Advisor Experience Specialist, you will support advisors and Wealth leaders across coaching, field enablement, and capability building. Your work covers sales effectiveness, financial-planning conversations, activity management, referrals, and asset consolidation. You will also reinforce consistent execution and adoption of advisor platforms.Key Responsibilities:
Coach advisors on sales effectiveness and member engagement practicesAnalyze performance metrics to identify coaching opportunitiesReinforce best practices with Wealth leadersSupport workshops, office hours, job aids, and onboardingGather feedback and recommend enablement improvementsRequirements:
Five to seven-plus years of relevant wealth experience recommendedKnowledge of wealth management and holistic financial planningProficiency with Conquest, Dynamics 365, CapIntel, and Advisor StreamStrong coaching, facilitation, consulting, and presentation skillsUniversity or college degree, or equivalent experienceBring wealth expertise, coaching capability, and analytical judgment to improve advisor effectiveness and member outcomes at Meridian.
#J-18808-Ljbffr
Coach advisors on sales effectiveness and member engagement practicesAnalyze performance metrics to identify coaching opportunitiesReinforce best practices with Wealth leadersSupport workshops, office hours, job aids, and onboardingGather feedback and recommend enablement improvementsRequirements:
Five to seven-plus years of relevant wealth experience recommendedKnowledge of wealth management and holistic financial planningProficiency with Conquest, Dynamics 365, CapIntel, and Advisor StreamStrong coaching, facilitation, consulting, and presentation skillsUniversity or college degree, or equivalent experienceBring wealth expertise, coaching capability, and analytical judgment to improve advisor effectiveness and member outcomes at Meridian.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Advisor Coaching Specialist in Winnipeg, MB vacancy
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+...SuggestedLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent... .... Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from dedicated mentorship...SuggestedInternshipFlexible hours- Advisor coaching and wealth management expertise define this hybrid Meridian role. Support leaders and advisors across retail branches throughout the assigned geographic region.The Advisor Experience Specialist strengthens advisor effectiveness, member engagement, and practical...SuggestedWork at office1 day per week
Meridian Credit Union
Winnipeg, MB1 hour ago - ...COACH ASSEMBLY ASSOCIATE POSITION OVERVIEW Join our dynamic team as a key contributor in the assembly and manufacturing of MCI coaches! As part of our workforce covered by the Collective Agreement, you will play a crucial role in building top-quality coaches, installing...SuggestedFull timeTemporary work
$50k - $100k per year
...Hours: 37.5 Line of Business: TD Wealth Pay Details: $50,000 - $100,000 CAD... ...a dedicated and professional Investment Advisor, while maintaining active participation in... ...worth clients. The program includes enhanced coaching and training and offers in-branch...SuggestedWork from home- ...build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage with clients in... ...and geographies Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative,...Flexible hours
- ...Limitless with Reliance By joining Reliance as a Home Comfort Advisor you’ll become an important team member and will be provided with... ...• Commit to skill development through weekly practice/coaching sessions that are customized to improve their current skill set...Flexible hoursAfternoon shift
- ...will receive: ~ Full training on Rogers products ~ Ongoing coaching and mentoring to help achieve continued growth and success ~ An... ...Communications services ~ Pension and RRSP plans ~ Access to multiple Wealth-Accumulation Programs ~ Tablet, smartphone and laptop for...Full timeContract workShift work
- A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National... ...key life events.Collaborate with specialists across the Bank to address the full range... ..., the Harvard Learning Center, and coaching and mentoring opportunities are available...Long term contractInternshipWork at officeRemote workFlexible hours
Banque Nationale du Canada
Winnipeg, MB1 hour ago $75k - $125k per year
...) is one of Canada's leading independent wealth management firms. We are a diverse group... ...all driven towards one goal: helping our advisors build a better business through a remarkable... ...administrative client support specialists. What You Will Do Maintain and grow...Long term contractPermanent employmentFull timePart timeInternshipWork at officeLocal areaFlexible hoursCanada Life
Winnipeg, MB1 hour ago$90k - $120k per year
We are currently seeking a Wealth Protection Advisor (Service) to join our team. This is a hybrid role... ...also provides leadership, education, and coaching to branch employees on relevant... ...insurance solutions or refers to product specialist within other FW Wealth Management (FWWM...For contractorsTru Cooperative Bank
Winnipeg, MB1 hour ago- ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding our organization's information systems and data. You will be responsible for assessing and authorizing the security controls implemented within our systems to ensure compliance with industry...Full time
- ...great care we take with customers and employees alike. Vickar Community Chevrolet is looking to fill the position of a parts advisor, who will be responsible for scheduling parts work in the parts department and for selling recommended or requested parts to customers...Full timeImmediate start
- ...role What your role will be… Financial Advisor At Scotiabank we help employees build... ...-oriented culture that includes coaching, learning, and development – there are endless... ...including personal and commercial banking, wealth management and private banking, corporate...
- Coach Licensed Financial Consultants at Manulife while strengthening sales conversations, client retention, and financial guidance in Toronto... ...and asset growth.This Sales Leader role supports Manulife’s Wealth and Retirement business through consultant development and accountable...
Manulife/John Hancock
Winnipeg, MB1 hour ago - A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer...Work at officeFlexible hours
National Bank of Canada
Winnipeg, MB1 hour ago - As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients... ...for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of...InternshipRemote workFlexible hoursAfternoon shift
Desjardins
Winnipeg, MB1 hour ago $100k - $140k per year
...OpportunityAltis Recruitment is partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Winnipeg, Manitoba. This is an exciting opportunity to join a growing wealth management business, support clients through...Long term contractPermanent employmentFull timeWork at officeRemote workAltis
Winnipeg, MB1 hour ago$45k - $55k per year
...and is home to more than 2,300 team members supporting over one million customers across 200+ locations across Canada. Insurance Advisor In this role, you will be part of a team of Commercial Advisors managing a national book of small business accounts. You will report...Full time- ...to what matters. The Opportunity Our Corporate Communications team is looking for a collaborative and strategic Communications Advisor to support priority corporate initiatives, campaigns, sponsorships and activations. Working with teams across the business, the Advisor...Work at officeFlexible hours
$140k per year
...Anticipated Start: Q1 About the OpportunityAn established financial services organization is expanding its wealth advisory team and seeking an experienced Wealth Advisor to support its next phase of growth. With a team approaching 50 professionals and significant...Long term contractPermanent employmentFull timeRemote workAltis
Winnipeg, MB1 hour ago$16.4 per hour
...Job Description About the Role As a Sales Advisor , you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll use your fashion and...Hourly payFull timeInternshipLocal areaImmediate startFlexible hoursWeekday work- ...of Canada's leading boutique wealth practices, a team trusted by... ...opportunity is differentMost advisors at this level are working through... ..., lawyers and insurance specialists Work alongside the founder... ...invests in its people, including coaching and executive education, for...Long term contractWork at office
The Mirillion Group
Winnipeg, MB1 hour ago - ...partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national... ...lead integrated activation programs. The work includes governance, coaching, and portfolio evolution. Key Responsibilities: Evaluate...
- ...POSITION SUMMARY: The Talent Acquisition Specialist plays a key role in advancing NFI's... ...technologies. Comfortable acting as a trusted advisor and subject matter expert, providing... ...We Move People. Every day, our buses, coaches, parts, technology, and services help connect...Long term contractPermanent employmentFull timeLocal areaImmediate startMonday to friday
- ...Composites is a subsidiary of NFI Group, a leading independent bus and coach manufacturer and a leader in electric mass mobility solutions,... ...industries. POSITION SUMMARY: The Mold Maintenance Specialist will restore and maintain proper mold geometry for proper part specifications...Permanent employmentFull timeMonday to friday
- ...and development. About the RoleAs ATB's next Senior Financial Advisor, Imagine running your own enterprise, but with the backing, support... ...financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies....Long term contractImmediate startFlexible hours
ATB
Winnipeg, MB1 hour ago - Work must be completed at the physical location. There is no option to work remotely. Work setting - Private sector - Automobile repair services Tasks - Answer inquiries and provide information to customers - Explain the type and cost of services offered - Maintain...Permanent employmentTemporary workRemote work
- ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for a seasoned construction professional with 20+ years of experience in contracting or consulting environments to lead complex construction...Contract workFor contractors
- Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial decisions don’t happen in isolation, and we don... ...their future. We’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building VPW and...Long term contractSummer workWork at officeLocal areaFlexible hours
Virtus Group
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor Coaching Specialist. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB