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
Robust 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.

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