Wealth Sales Coach

Minimum of (5) five to (7) seven years of direct investment sales experience, preferably in a branch retail / planning, and or wealth management environment, supporting/working directly with Financial Planners/Advisors e.g., mutual fund wholesaling, inside sales.

University or College degree or a combination of equivalent education and experience in wealth management or related industry.

Currently licensed with CIRO, Investment and wealth management accreditation such as CSC/CPH, CIM, and Financial planning accreditation such as CFP, PFP are not required but considered strong assets.

Certification as a coach and/or ICF accredited is also a strong asset

Experience with Client Relationship Management (CRM) systems – ideally Dynamics 365 or similar.

Experienced in facilitation, consulting/coaching principles, ability to work independently and within a team to deliver achieved required objectives, within the Credit Union aligned to the regulatory requirements.

Building and maintaining strategic relationships and networks with internal and external professionals to continually improve upon the effectiveness of practice management

Well-developed knowledge of the wealth management business, holistic wealth offering requirements for mass affluent/affluent clientele, as well as an understanding of current and emerging wealth management trends.

Strong technology expertise including experience with Microsoft Suite Products, especially PowerPoint, Teams, Excel and SharePoint.

Experience in creating and delivering holistic financial plans.

Proven ability to collaborate and influence – ultimately turning your own and others’ ideas into actionable tools and resources

Proven communication skills – written and oral – for group and/or 1:1 presentations, ability to convey complex ideas in a digestible way, and effectively collaborate with senior leadership.

We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.

We provide you with the tools and technology needed to delight your candidates and clients.

You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world

Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues

This isn't your typical "corporate" job. We work hard and we have fun.

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth , community impact , and future-readiness . As the financial landscape evolves, we’re looking for team members who bring:

Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.

Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency.

Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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