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.
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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
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