Job Description
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 equivale...
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 equivale...