Wealth Management Sales Coach

Position: Wealth Management Sales Coach Role
Become a Wealth Management Sales Coach at Meridian in Etobicoke, ON, to empower financial planners in enhancing their sales effectiveness. This hybrid position focuses on driving member engagement and sales growth.

You will be instrumental in providing operational guidance and training on wealth management products. The role involves analyzing sales data, offering personalized coaching, and collaborating with branch leaders to maximize engagement efforts. Your contributions will be key to achieving financial planning targets.

Key Responsibilities:

• Conduct coaching sessions to develop financial planners’ skills

• Assist in enhancing sales tactics for high-net-worth engagement

• Analyze and provide insights on sales performance

• Build strategic partnerships with Retail branch managers

• Create and execute training sessions tailored to financial planning

Requirements:

• 5-7 years of experience in investment sales and financial planning

• University/College education in wealth management or finance

• Experience with CRM tools like Dynamics 365

• Strong presentation and communication skills

• Deep understanding of wealth management practices

Support Meridian’s mission of empowering financial teams through effective coaching and engagement tactics.
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