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 practices
- Analyze performance metrics to identify coaching opportunities
- Reinforce best practices with Wealth leaders
- Support workshops, office hours, job aids, and onboarding
- Gather feedback and recommend enablement improvements
Requirements:
- Five to seven-plus years of relevant wealth experience recommended
- Knowledge of wealth management and holistic financial planning
- Proficiency with Conquest, Dynamics 365, CapIntel, and Advisor Stream
- Strong coaching, facilitation, consulting, and presentation skills
- University or college degree, or equivalent experience
Bring wealth expertise, coaching capability, and analytical judgment to improve advisor effectiveness and member outcomes at Meridian.
#J-18808-LjbffrVacancy posted 20 hours ago
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