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Senior Manager, Virtual Financial Planning Sales

Meridian Credit Union
St. Catharines, CAN
Full Time
Manager
Hybrid
3 days ago
Mutual Fund LicenseFinancial PlanningSales ManagementCRM SystemsMS OfficeCopilot
Free

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Mutual Fund LicenseFinancial PlanningSales Management
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Role Overview

  • Lead a team of virtual Financial Planners delivering holistic financial plans and driving mutual fund sales through a fully remote advisory model.
  • Ensure the team meets regulatory standards, achieves sales targets, and delivers an exceptional client experience.

What You Will Do

  • Lead, coach, and mentor a team of virtual financial planners and advisor support roles to achieve sales, productivity, and compliance targets.
  • Conduct regular 1:1 coaching sessions, performance reviews, and skill development plans.
  • Drive mutual fund sales, financial planning adoption, and Member conversion through virtual channels.
  • Set team targets, develop sales strategies, and monitor performance using data driven reporting.
  • Collaborate with Marketing and Distribution teams to optimize lead flow, segmentation, and campaign effectiveness.
  • Ensure financial plans delivered by advisors are high quality, compliant, and tailored to client needs.
  • Maintain adherence to regulatory requirements (KYC, suitability, disclosure standards).
  • Conduct regular quality audits of financial plans and advice delivery.
  • Produce and/or review senior leadership reporting on sales performance, pipeline, productivity, client feedback, and capacity metrics.
  • Engage cross functional partners to improve the end to end virtual advice experience.

How You Will Succeed

  • 7+ years of experience in financial advisory, wealth management, or investment sales.
  • 3–5+ years of leadership experience managing advisors or sales teams.
  • University degree in Business Administration, Economics, or related field is required.
  • Strong understanding of mutual funds, financial planning frameworks, and regulatory requirements.
  • Mutual Fund License in current good standing.
  • Strong financial service product & compliance knowledge.
  • Demonstrated success in driving sales results through coaching and analytics.
  • Skilled in digital sales tools, CRM systems, and virtual client engagement with extensive knowledge of CRM and banking systems.
  • Proficiency in MS Office applications & AI tools such as Copilot.
  • Exceptional interpersonal, written and verbal communication skills.

Salary Range

  • CAD 110,000 CAD 125,000 per year.

Workplace

  • This role is hybrid. Offices located at 3780 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines.

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