Financial Planning Sales Coach

Join Meridian as a Financial Planning Sales Coach, focusing on wealth management strategies in Etobicoke, ON. Enhance financial planners’ skills and optimize sales performance across the network.

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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