Advisor Experience Specialist

Meridian Credit Union; Toronto; Hybrid; CAD 69,000 - 103,000; Full time

Benefits offered by this job

Hybrid work arrangements

Inclusive culture

Collaborative environment

Job summary

Meridian Credit Union is seeking an Advisor Experience Specialist to empower advisors and Wealth leaders through practical coaching, onboarding support, and field enablement. You will translate Wealth initiatives into advisor-ready resources that boost engagement and overall advisor experience.

In this role you’ll drive coaching, tool adoption of Conquest, CRM Dynamics 365, CapIntel and Advisor Stream, support onboarding and program development, and collaborate with Wealth leaders to improve

Qualifications

• University or college degree in wealth management or related field.
• 5–7+ years of direct investment sales, financial planning, or wealth management experience.
• Accreditations such as CSC, CPH, CIM, CFP or PFP are assets.
• Coaching certification or ICF accreditation is an asset.
• CRM experience, ideally with Dynamics 365.

Responsibilities

• Provide practical coaching and support to advisors and leaders on sales effectiveness programs, member engagement, discovery, meeting preparation, financial-planning conversations, activity management, quality referrals, asset consolidation and consistent execution.
• Partner with Wealth leaders to reinforce best practices, sustain behavioural change and accelerate adoption of sales, planning and member engagement strategies.
• Analyze advisor performance metrics, activity levels and planning quality indicators to identify coaching opportunities and recommend actions that improve advisor effectiveness and member outcomes.
• Champion confident adoption of Conquest, CRM Dynamics, CapIntel, Advisor Stream and other advisor tools, monitoring adoption levels and user feedback to identify barriers, inform continuous improvement and support future enhancements to advisor platforms and processes.
• Act as a subject matter resource for advisor technologies, use available CRM reporting, performance indicators, member feedback and field observations to identify barriers, answer questions and recommend targeted reinforcement.
• Support onboarding and ongoing development of new and core advisors through workshops, office hours, job aids, training reinforcement and structured development support.
• Contribute to the evolution of Wealth training programs, tools and content to ensure learning remains relevant, practical and aligned to changing business needs, assisting to accelerate time to confidence and consistent adoption of core Wealth practices.
• Gather and analyze advisor and leader feedback, identify recurring themes, friction and readiness gaps, operational challenges, capability gaps and opportunities for improvement from Wealth Council and Wealth Sales Office feedback loops.
• Provide insights and recommend improvements to Wealth leadership on communications, processes, tools, enablement materials and launch support and change adoption.
• Reinforce approved guidance, protect confidential member and business information, validate support materials with the appropriate owners, and elevate conduct, policy, system, data, access or operational concerns beyond the role’s authority.

Skills

Wealth management

Coaching

Presentation

CRM Dynamics

Data analysis

Education

University/college degree in wealth management

Tools

Conquest

CRM Dynamics 365

CapIntel

Advisor Stream

Teams

Excel

PowerPoint

SharePoint

Job description

Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

The role:

The Advisor Experience Specialist supports advisors and Wealth leaders by providing practical coaching, onboarding support, field enablement and reinforcement of tools and best practices. The role helps translate Wealth and enterprise initiatives into practical, advisor-ready support that strengthens advisor effectiveness, member engagement and the overall advisor experience.

Key Responsibilities

Advisor coaching and support - 40%

• Provide practical coaching and support to advisors and leaders on sales effectiveness programs, member engagement, discovery, meeting preparation, financial-planning conversations, activity management, quality referrals, asset consolidation and consistent execution.
• Partner with Wealth leaders to reinforce best practices, sustain behavioural change and accelerate adoption of sales, planning and member engagement strategies.
• Analyze advisor performance metrics, activity levels and planning quality indicators to identify coaching opportunities and recommend actions that improve advisor effectiveness and member outcomes.

Tool adoption and operational effectiveness - 25%

• Champion confident adoption of Conquest, CRM Dynamics, CapIntel, Advisor Stream and other advisor tools, monitoring adoption levels and user feedback to identify barriers, inform continuous improvement and support future enhancements to advisor platforms and processes.
• Act as a subject matter resource for advisor technologies, use available CRM reporting, performance indicators, member feedback and field observations to identify barriers, answer questions and recommend targeted reinforcement

Onboarding, training and capability building - 20%

• Support onboarding and ongoing development of new and core advisors through workshops, office hours, job aids, training reinforcement and structured development support.
• Contribute to the evolution of Wealth training programs, tools and content to ensure learning remains relevant, practical and aligned to changing business needs, assisting to accelerate time to confidence and consistent adoption of core Wealth practices.

Field feedback and activation support - 15%

• Gather and analyze advisor and leader feedback, identify recurring themes, friction and readiness gaps, operational challenges, capability gaps and opportunities for improvement from Wealth Council and Wealth Sales Office feedback loops.
• Provide insights and recommend improvements to Wealth leadership on communications, processes, tools, enablement materials and launch support and change adoption.

Risk, compliance and professional practice

• Reinforce approved guidance, protect confidential member and business information, validate support materials with the appropriate owners, and elevate conduct, policy, system, data, access or operational concerns beyond the role’s authority.

Knowledge, Skills, And Abilities

• Strong knowledge of wealth management, holistic financial planning, member needs, advisor practice management and emerging wealth trends.
• Working knowledge of investment products and accounts, planning techniques, member-engagement approaches, and relevant compliance and continuing-education expectations. Proficiency with advisor platforms and productivity tools, including Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel, PowerPoint and SharePoint.
• Strong facilitation, coaching, consulting and presentation skills in one-to-one and one-to-many settings.
• Ability to translate complex initiatives into practical, digestible resources and field-ready actions.
• Ability to translate complex initiatives into practical, digestible resources and field-ready actions.
• Ability to collaborate and influence across advisors, leaders, operations, compliance, and external partners.
• Analytical ability to use performance indicators, CRM reporting, member feedback and field observations to identify support needs.
• Strong written and verbal communication skills with senior leaders and frontline advisors.
• Comfort learning and adopting new digital tools, with an openness to using AI-enabled technology to enhance productivity, accuracy, and the Member experience

Education, Work Experience, And Professional Designations/Certifications

• University or college degree, or an equivalent combination of education and experience in wealth management or a related industry.
• Five to seven plus (5-7+) years of direct investment sales, financial planning, branch retail planning, wealth management, mutual fund wholesaling, inside sales or advisor-support experience is recommended.
• Investment or wealth-management accreditation such as CSC, CPH or CIM, and financial-planning accreditation such as CFP or PFP, are assets.
• Coaching certification or ICF accreditation is an asset.
• CRM experience, ideally with Dynamics 365 or a comparable, is strongly preferred.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: $68,800.00 to $103,200.00 CAD

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Office Location: Hybrid role requiring flexibility to travel to various retail branch locations across the assigned geographic region.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with your colleagues.
• This is not your typical “corporate” job. We work hard and we have fun!

Build the Future of Banking with Us

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.

Experience the Difference!

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.

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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