Why Meridian?

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.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

The role:

The Advisor Experience Specialist supports advisors and Wealth leaders by providing practical coaching, onboarding support, field enablement and reinforcement of tools and best practices. The role helps translate Wealth and enterprise initiatives into practical, advisor-ready support that strengthens advisor effectiveness, member engagement and the overall advisor experience.

Key Responsibilities

Advisor coaching and support - 40%

- Provide practical coaching and support to advisors and leaders on sales effectiveness programs, member engagement, discovery, meeting preparation, financial-planning conversations, activity management, quality referrals, asset consolidation and consistent execution.
- Partner with Wealth leaders to reinforce best practices, sustain behavioural change and accelerate adoption of sales, planning and member engagement strategies.
- Analyze advisor performance metrics, activity levels and planning quality indicators to identify coaching opportunities and recommend actions that improve advisor effectiveness and member outcomes.

Tool adoption and operational effectiveness - 25%

- Champion confident adoption of Conquest, CRM Dynamics, CapIntel, Advisor Stream and other advisor tools, monitoring adoption levels and user feedback to identify barriers,



inform continuous improvement and support future enhancements to advisor platforms and processes.
- Act as a subject matter resource for advisor technologies, use available CRM reporting, performance indicators, member feedback and field observations to identify barriers, answer questions and recommend targeted reinforcement

Onboarding, training and capability building - 20%

- Support onboarding and ongoing development of new and core advisors through workshops, office hours, job aids, training reinforcement and structured development support.
- Contribute to the evolution of Wealth training programs, tools and content to ensure learning remains relevant, practical and aligned to changing business needs, assisting to accelerate time to confidence and consistent adoption of core Wealth practices.

Field feedback and activation support - 15%

- Gather and analyze advisor and leader feedback, identify recurring themes, friction and readiness gaps, operational challenges, capability gaps and opportunities for improvement from Wealth Council and Wealth Sales Office feedback loops.
- Provide insights and recommend improvements to Wealth leadership on communications, processes, tools, enablement materials and launch support and change adoption.

Risk, compliance and professional practice

- Reinforce approved guidance,



protect confidential member and business information, validate support materials with the appropriate owners, and elevate conduct, policy, system, data, access or operational concerns beyond the role’s authority.

Knowledge, Skills, And Abilities

- Solid knowledge of wealth management, holistic financial planning, member needs, advisor practice management and emerging wealth trends.
- Working knowledge of investment products and accounts, planning techniques, member-engagement approaches, and relevant compliance and continuing-education expectations. Proficiency with advisor platforms and productivity tools, including Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel, PowerPoint and SharePoint.
- Strong facilitation, coaching, consulting and presentation skills in one-to-one and one-to-many settings.
- Ability to translate complex initiatives into practical, digestible resources and field-ready actions.
- Ability to translate complex initiatives into practical, digestible resources and field-ready actions.
- Ability to collaborate and influence across advisors, leaders, operations, compliance, and external partners.
- Analytical ability to use performance indicators, CRM reporting, member feedback and field observations to identify support needs.
- Strong written and verbal communication skills with senior leaders and frontline advisors.
- Comfort learning and adopting new digital tools, with an openness to using AI-enabled technology to enhance productivity, accuracy, and the Member experience

Education, Work Experience, And Professional Designations/Certifications

- University or college degree, or an equivalent

📌 Advisor Experience Specialist (Toronto)
🏢 Meridian Credit Union
📍 Toronto