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

Strong knowledge of wealth management and holistic financial planning

Robust 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 (Winnipeg)
🏢 Meridian Credit Union
📍 Winnipeg