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About the Role

The Wealth Sales Coach provides guidance and training to financial planning professionals, focusing on wealth management products, services, and individual practices. This role helps financial planning teams develop strategies to attract and retain high-net-worth Members, increase sales performance, and achieve yearly objectives. The coach may also provide mentorship, conduct sales training, analyze sales data, and offer personalized coaching to enhance staff skills.

Responsibilities

Deliver coaching to build financial planners skills on specific knowledge areas or to refine member engagement tactics.
Assist in leading a financial planning sales force by increasing both gross and net wealth sales through personalized coaching sessions.
Provide internal technical consultancy in areas of expertise including investment products, investment accounts, basic tax advantages, and entry-level financial planning techniques.
Establish and build key relationships with Retail branch managers to increase Member engagement activities.
Build and establish coaching activities and training plans to drive financial planning team activities aligned to Conquest and CapIntel usage.
Facilitate in-person and remote coaching sessions in groups and/or one-on-one.
Maximize sales force effectiveness by determining and solving training needs and developing/delivering internal training courses.
Deepen front-line knowledge of various wealth platforms for financial planning via Conquest and other key Member engagement opportunities.
Assist in the implementation and adoption of new policies, processes, and tools related to Financial Planning via Conquest.
Keep apprised of external Financial Planning trends and offer insights to build stronger Financial Planning capabilities.
Champion adoption of CRM Dynamics 365, answering advisor questions and utilizing CRM reporting for leader consultation and coaching.
Use performance KPIs, Member feedback, and knowledge of top performers to accelerate onboarding and drive development of sales representatives.
Deploy coaching techniques and structured development plans to help sales representatives learn and grow.
Provide subject matter expertise to the Wealth distribution channel, educating staff on operational effectiveness and compliance requirements.

Requirements

Minimum of 5 to 7 years of direct investment sales experience, preferably in a branch retail/planning, or wealth management environment, supporting or working directly with Financial Planners/Advisors.
Experience with Client Relationship Management (CRM) systems – ideally Dynamics 365 or similar.
Experienced in facilitation, consulting/coaching principles, and ability to work independently and within a team.
Building and maintaining strategic relationships and networks with internal and external professionals.
Well-developed knowledge of the wealth management business, holistic wealth offering requirements for mass affluent/affluent clientele, and current/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, turning 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.
Confidence and willingness to learn and integrate AI and emerging technologies.
Ability to analyze, evaluate and interpret information from various sources and apply logic and problem-solving to make decisions.
Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Comfortable navigating and embracing change and uncertainty, asking questions, exploring options, and continuously learning and growing.

Skills

Wealth management products
Wealth management services
Sales performance improvement
Sales data analysis
Mentorship
Sales training
Member engagement
Investment products
Investment accounts
Basic tax advantages
Financial planning techniques
Relationship building
CRM Dynamics 365
Performance KPIs
Coaching techniques
Structured development plans
Operational effectiveness
Compliance requirements
Microsoft Suite Products
PowerPoint
Teams
Excel
SharePoint
Holistic financial planning
Collaboration
Influence
Written communication
Oral communication
Presentation skills
AI and emerging technologies
Low/no code tools (e.g., Microsoft Power Platform)
Generative AI productivity tools (e.g., Microsoft Copilot)
Critical Thinking
Data Driven
Curiosity
Flexibility

Location

Toronto Corporate Office, Etobicoke, ON
Ontario (travel required)

Work Type

Hybrid

Experience Level

5-7 years direct investment sales experience

Education Level

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

Salary/Compensations

CAD $83,000 - $98,000 annually

Benefits

Inclusive and collaborative working environment
Tools and technology to delight candidates and clients
Opportunity to work with and learn from diverse industry leaders
Hybrid work arrangements
In-person office time for collaboration, innovation, and relationship building
Work hard and have fun environment

About the Company

Meridian's aspiration is to integrate purpose into everything they do for people, the planet, and communities.
Meridian believes their greatest opportunity is to create opportunity and meet people where they are.
Meridian is not just adapting to the future—they are shaping it.
Meridian sees talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
Meridian is dedicated to employing a workforce that reflects the diversity of our communities and Members.
Individuals with disabilities will be 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.