Step into a pivotal role at Meridian as you lead a team of virtual Financial Planners delivering targeted financial advice and driving sales in a hybrid setting. Ensure exemplary client experiences and robust compliance.
As part of the leadership team, you will coach Financial Planners to enhance sales performance while ensuring high-quality, compliant financial plans. You will actively engage in sales management, analyzing performance data and collaborating with various teams to improve engagement and process efficiency. This role demands exceptional coaching skills and strategic oversight.
Key Responsibilities:
• Lead and coach a remote team of advisors
• Drive mutual fund sales and planning strategies
• Ensure compliance with regulatory standards
• Monitor and improve team performance data
• Collaborate on marketing initiatives for lead optimization
Requirements:
• 7+ years in wealth management or financial sales
• 3-5 years managing advisory teams
• Deep understanding of mutual funds
• Robust analytical and storytelling skills
• Proficiency in MS Office and CRM tools
Apply your leadership and financial expertise to drive success at Meridian.
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📌 Leadership Role in Virtual Financial Planning (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines