Support wealth advisors through practical coaching, onboarding, and tool adoption in Meridian’s hybrid Toronto-area workplace. Strengthen member engagement using data-informed guidance.

As an Advisor Experience Specialist, you will support advisors and Wealth leaders across coaching, field enablement, and capability building. Your work covers sales effectiveness, financial-planning conversations, activity management, referrals, and asset consolidation. You will also reinforce consistent execution and adoption of advisor platforms.

Key Responsibilities

Coach advisors on sales effectiveness and member engagement practices

Analyze performance metrics to identify coaching opportunities

Reinforce best practices with Wealth leaders

Support workshops, office hours, job aids,



and onboarding

Gather feedback and recommend enablement improvements

Requirements

Five to seven-plus years of relevant wealth experience recommended

Knowledge of wealth management and holistic financial planning

Proficiency with Conquest, Dynamics 365, CapIntel, and Advisor Stream

Strong coaching, facilitation, consulting, and presentation skills

University or college degree, or equivalent experience

Bring wealth expertise, coaching capability, and analytical judgment to improve advisor effectiveness and member outcomes at Meridian.

📌 Wealth Advisor Coaching Specialist (Winnipeg)
🏢 Meridian OneCap Credit
📍 Winnipeg