At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

As a Wealth Sales Coach

You are responsible for providing guidance and training to financial planning professionals, specifically focusing on wealth management products, services and their individual practices. The Wealth Sales Coach helps financial planning teams develop effective strategies to attract and retain high‑net‑worth members, increases sales performance, and achieves yearly objectives. The Wealth Sales Coach may also provide mentorship, conduct sales training sessions, analyze sales data, and offer personalized coaching to enhance the skills and knowledge of sales staff.

The Wealth Sales Coach supplements the capacity and capabilities of the Regional Vice President, Wealth to help through an indirect reporting line to the Senior Financial Planning team they support. The Wealth Sales Coach also supports the onboarding and development of new Senior Financial Planners as required and supports the overall network skills to help uncover member opportunities through CRM leads.

What you will do

- Deliver coaching to build financial planners skills on specific knowledge areas or to refine member engagement tactics, e.g. financial planning via Conquest, sales activity management, sales quality etc. (coaches are seen as investment experts)
- Assist in leading a financial planning sales force by increasing both gross and net wealth sales by conducting personalized coaching sessions (virtual or in‑person)
- Provide internal technical consultancy in area of expertise surrounding investment products, investment accounts, basic tax advantages, and entry level financial planning techniques
- Establish and build on key relationships with Retail branch managers and accelerate member referral activities for deeper discovery discussions with quality financial planning and investment opportunities
- Build and establish coaching activities and training plans to drive the financial planning teams activities with quality financial planning aligned to both Conquest and CapIntel usage with respect to portfolio analysis
- Facilitate in‑person and remote coaching sessions in groups and/or one‑on‑one for areas of expertise
- Maximizes effectiveness of sales force by determining and solving training needs while developing and delivering internal training courses/programs targeting new hire orientation, product training, sales process and consultative selling, sales effectiveness, presentation skills, phone selling skills, etc.

Financial Planning and CRM Operational Effectiveness





- Deepen front line knowledge of various wealth platforms for financial planning via Conquest, and other key member engagement opportunities
- Assist in implementation and adoption of new policies, processes and tools related to financial planning via Conquest as required
- Keep apprised of external financial planning trends at external financial institutions and offer insights to build stronger financial planning capabilities
- Champion adoption of CRM Dynamics 365 including answering advisor questions/concerns and utilizing the reporting and analysis within CRM for leader consultation and coaching purpose
- Effectively use performance KPIs, member feedback, and knowledge of top performers to accelerate the onboarding and drive the development of newly hired and core contributing sales representatives
- Effectively deploy coaching techniques and using structured development plans to help sales representatives learn and grow
- Provide subject matter expertise to the Wealth distribution channel, while educating staff in areas of operational effectiveness and ensuring staff are up‑to‑date on compliance and CE requirements

How you will succeed

- Minimum of 5 to 7 years of direct investment sales experience, preferably in a branch retail / planning or wealth management environment, supporting or working directly with financial planners/advisors
- University or college degree or a combination of equivalent education and experience in wealth management or related industry
- Currently licensed with CIRO, investment and wealth management accreditation such as CSC/CPH, CIM, and financial planning accreditation such as CFP are not required but considered strong assets
- Certification as a coach and/or ICF accredited is also a strong asset
- Experience with client relationship management (CRM) systems – ideally Dynamics 365 or similar
- Experienced in facilitation, consulting/coaching principles, ability to work independently and within a team to deliver required objectives, within the credit union aligned to regulatory requirements
- Building and maintaining strategic relationships and networks with internal and external professionals to continually improve upon the effectiveness of practice management
- Well‑developed knowledge of the wealth management business, holistic wealth offering requirements for mass affluent/affluent clientele, as well as an understanding of current and emerging wealth management trends




- Solid technology expertise including experience with Microsoft Suite Products, especially PowerPoint, Teams, Excel and SharePoint
- Experience in creating and delivering holistic financial plans
- Proven ability to collaborate and influence – ultimately turning your own and others’ ideas into actionable tools and resources
- Proven communication skills – written and oral – for group and/or 1:1 presentations, ability to convey complex ideas in a digestible way, and effectively collaborate with senior leadership

Salary Range

CAD $83,000 - $98,000 annually

Work Location and Travel

This role is hybrid and based out of our Toronto Corporate Office, located at 3280 Bloor St. W, Etobicoke, ON. Travel will be required around Ontario to support the Regional Vice President, Wealth, and meet with internal partners and the financial planning team in person.

Benefits

- Inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
- Tools and technology needed to support work
- Opportunity to work with diverse industry leaders from top organizations
- Hybrid work arrangements with in‑person office time to collaborate and build relationships
- Non‑corporate culture that balances hard work and fun

Build the Future of Banking with Us

- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools and generative AI productivity tools considered an asset
- Critical Thinking – Analyze, evaluate, and interpret information from various sources and apply logic and problem solving to make decisions
- Data Driven – Leverage data and insights to identify, prioritize, and improve member experience and business efficiency
- Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options, continuously learn and grow

Our Commitment to You

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and members. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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📌 Wealth Sales Coach (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines