Our Wealth practice:
At Meridian Wealth, we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.
As an Investment Advisor Associate:
You will be a key member of the Private Wealth advisory team. The Investment Advisor (IA) Associate is responsible for sales preparation, opportunity identification and meeting Members of the IA portfolio to help Members achieve what’s important to them. Associates and IA are responsible for meeting the Sales, Voice of Member, Referral and Planning targets of the portfolio. By providing best in class contact management, financial planning/discovery and pre-sale and post-sale practice support, Associates will work collaboratively to deliver an exceptional Member experience, while effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand, and overall business profitability.
What you will do:
Completing weekly planning meetings with Investment Advisor (IA) to determine portfolio/Member needs for the week. Meet with small book accounts as assigned by IA to support the book of business and help the Advisor achieve their goals and support Member needs. Proactive Member contact for referrals, new prospects, and follow up meetings. Manage IA calendar in conjunction with various systems, including CRM, to book Member meetings. Conduct introductory discovery or follow up on Member appointments with respect to financial plans completed in conjunction with the IA. Capture and input financial planning data into NaviPlan. Create/review portfolio reports to identify further opportunities/Member needs. Demonstrate commitment to an exceptional Member experience that continues through the Member/Advisor relationship. Work in partnership with the IA Team (Advisor and Support Representatives) to meet performance objectives as well as team/portfolio objectives (including revenue, turn rate, planning, and Voice of Member). Engage the Member in a robust conversation to uncover Member needs while proactively identifying opportunities that lead to an enhanced Member and Advisor experience. Enhance proactive account oversight to ensure Member information is up to date and consistent on both Meridian Credit Union (MCU) and CS/CSI platforms. Provide consistent Member Portfolio snapshots that include detailed supplemental documents that illustrates MCU and Wealth assets including customized documents/reports as requested by IA. Create and provide reporting to support the Advisor's compliance requirements. Capture financial planning information to expedite the Financial planning recommendation. Efficient document preparation as needed for all Member/Advisor meetings (as needed) Receive and Q/A all completed documents after the Member has signed to ensure accuracy and completeness which expedites the sales experience (as needed). Follow up with external partner and/or fund companies on trades, transfers, account set up and payments to ensure requests are executed as presented (as needed).How you will succeed:
2+ years working in a Financial Sales or Wealth Sales role providing holistic financial planning, as a Licensed Financial Advisor/Associate, Investment Specialist, Financial Planner, or similar. Canadian Securities Course (CSC) is required. IIROC license is an asset, however, will provide 6 months to obtain in the role. Knowledgeable of and operate within the applicable regulatory and compliance guidelines and Meridian’s policies & procedures, including but not limited to: MFDA, IIROC, AML, Privacy, Systems & Information Security, etc. Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment. Excel working in a team environment, completing deliverables on time (independently and as a team). Strong communication skills, both written and verbal. Demonstrated proficiency in utilizing basic software tools for contact management, investments, education, and financial planning. Introductory knowledge of NaviPlan or similar Financial Planning software. Understand changing market conditions and remain knowledgeable of relevant industry trends. Strong analytical and problem-solving abilities with the ability to quickly prioritize and resolve issues as they arise. Familiar with documentation related to the investment industry. Proficient in Microsoft Word, Excel and PowerPoint. Proven ability to provide clear communications, advice and positive experience for our partners and Members consistent with Meridian Values. Sound judgment in dealing with issues and conflict situations. Ability to adapt to changing business needs with innovative solutions. Demonstrate the ability to multi-tasking in a fast past environment. Join us! This role is hybrid. The successful individual must be willing to travel within the following areas, multiple times a week, to support their Investment Advisor: Aurora, Barrie, Orillia, Penetanguishene, and Collingwood. Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us. What's in it for you? We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success. We provide you with the tools and technology needed to delight your candidates and clients. You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues This isn't your typical "corporate" job. We work hard and we have fun. Our story: Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.
Our Commitment to You
Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are 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.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian Credit Union.
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