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About 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. This role translates Wealth and enterprise initiatives into practical, advisor-ready support to strengthen advisor effectiveness, member engagement, and the overall advisor experience.
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 behavioral 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, using 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 escalate conduct, policy, system, data, access, or operational concerns beyond the role’s authority.
Requirements
- 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 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.
- 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.
- CRM experience, ideally with Dynamics 365 or a comparable, is strongly preferred.
Skills
- Wealth management
- Holistic financial planning
- Member needs analysis
- Advisor practice management
- Emerging wealth trends
- Investment products and accounts
- Planning techniques
- Member-engagement approaches
- Compliance and continuing-education expectations
- Conquest
- CRM Dynamics 365
- CapIntel
- Advisor Stream
- Microsoft Teams
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft SharePoint
- Facilitation
- Coaching
- Consulting
- Presentation skills
- Collaboration
- Influence
- Analytical skills
- Performance indicator analysis
- CRM reporting
- Member feedback analysis
- Field observation analysis
- Written communication
- Verbal communication
- Digital tool adoption
- AI-enabled technology utilization
- Low/no code tools (e.g., Microsoft Power Platform)
- Generative AI productivity tools (e.g., Microsoft Copilot)
- Critical Thinking
- Data Driven decision making
- Curiosity
- Flexibility
Location
- Hybrid role requiring flexibility to travel to various retail branch locations across the assigned geographic region.
Work Type
- Hybrid
Experience Level
- 5-7+ years of experience
Education Level
- University or college degree, or equivalent combination of education and experience
- Investment or wealth-management accreditation (e.g., CSC, CPH, CIM)
- Financial-planning accreditation (e.g., CFP, PFP)
- Coaching certification or ICF accreditation (asset)
Salary/Compensations
- $68,800.00 to $103,200.00 CAD
Benefits
- Inclusive and collaborative working environment
- Tools and technology needed to delight candidates and clients
- Opportunity to work with and learn from diverse industry leaders and colleagues
- Hybrid work arrangements
- 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 wants employees to grow with them and have a different experience.
- 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
- 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 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.