More jobs:
Financial Planning Sales Coach
Job in
Etobicoke, Ontario, C6A, Canada
Listed on 2026-06-12
Listing for:
Meridian-Credit-Union
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
This role requires a blend of mentorship and technical expertise to guide financial planners. You will support onboarding, conduct sales training, and drive engagement initiatives that cultivate high-net-worth Member relationships. Your coaching will have a transformative impact on sales outcomes.
Key Responsibilities:
• Mentor financial planners to refine engagement tactics and strategies
• Increase wealth sales through personalized coaching sessions
• Ensure effective usage of CRM tools and improve operations
• Collaborate with branch managers to boost referral activities
• Establish training programs aligned with financial planning practices
Requirements:
• Minimum of 5 years of direct investment sales experience
• Degree in finance or related area, or equivalent
• Familiarity with financing CRM systems, particularly Dynamics 365
• Proven record in coaching and sales development
• Knowledge of affluent clientele wealth management
Lead the way in financial coaching and foster engagement with high-net-worth Members at Meridian.
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