Advisor coaching and wealth management expertise define this hybrid Meridian role. Support leaders and advisors across retail branches throughout the assigned geographic region.

The Advisor Experience Specialist strengthens advisor effectiveness, member engagement, and practical adoption of Wealth initiatives. You will coach on discovery, planning conversations, activity management, referrals, and asset consolidation. The role also analyzes performance indicators, planning quality, member feedback, and field observations. Meridian requires flexibility to travel and at least one office day weekly.

Key Responsibilities:

- Coach advisors and leaders on sales effectiveness and member engagement
- Analyze performance metrics to identify coaching opportunities and actions
- Reinforce best practices and sustain behavioural change across Wealth




- Support financial-planning conversations, referrals, and activity management
- Recommend improvements using advisor and leader feedback

Requirements:

- Five to seven-plus years of relevant advisor-support experience recommended
- Solid knowledge of wealth management and holistic financial planning
- Strong facilitation, coaching, consulting, and presentation skills
- Degree or equivalent education and related industry experience
- CSC, CPH, CIM, CFP, or PFP accreditation considered an asset

Bring wealth management, coaching, analysis, and communication skills to strengthen advisor effectiveness and member outcomes at Meridian.

📌 Advisor Coaching Wealth Management Specialist (Toronto)
🏢 Meridian Credit Union
📍 Toronto