Make an impact as a Wealth Sales Coach at Meridian, providing crucial training to financial planners. Drive sales and enhance member experiences through targeted coaching.

This role requires a seasoned skilled to guide financial planning teams in effectively utilizing wealth management products and services. With a strong focus on building relationships and strategic coaching, you will directly influence the sales outcomes and improve member engagement practices, ensuring the team's success in meeting their performance targets.

Key Responsibilities:
• Facilitate group and one-on-one coaching sessions on sales techniques
• Increase recruitment and training effectiveness in wealth sales teams
• Advise on investment products and financial planning strategies




• Cultivate robust partnerships with Retail branch managers
• Create structured training programs focused on financial planning

Requirements:
• Minimum 5 to 7 years of direct investment sales experience
• Educational background in wealth management or equivalent
• Certification in investment and financial planning a plus
• Proficiency with CRM systems, such as Dynamics 365
• Robust comprehensive knowledge of wealth management practices

Bring your coaching experience and financial expertise to Meridian, fostering growth and success in wealth management.
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📌 Meridian Wealth Sales Development Coach Ontario (Canada)
🏢 Meridian Credit Union
📍 Canada