Senior Manager, Virtual Financial Planning Sales

Description

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Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here:

As a Senior Manager, Virtual Financial Planning Sales:

You will lead a team of virtual Financial Planners responsible for delivering holistic financial plans, providing investment advice, and driving mutual fund sales through a fully remote advisory model. This role ensures the team meets regulatory standards, achieves sales targets, and delivers an exceptional client experience aligned with organizational objectives in Wealth Distribution. This role will play a critical role in coaching, motivating, and developing advisors; optimizing digital sales processes; and partnering with internal stakeholders (Product, Marketing, Compliance, Operations) to enhance the virtual advice experience.

What you will do:

Leadership & Team Development

• Lead, coach, and mentor a team of virtual financial planners and advisor support roles to achieve sales, productivity, and compliance targets.
• Provide consistent and exceptional communication to the Service team, celebrating successes, identifying opportunities for improvement and awareness and sharing relevant information, job aids and training in a timely manner to equip the team to serve Members and prospects and to support each other.
• Conduct regular 1:1 coaching sessions, performance reviews, and skill development plans.
• Foster a culture of high performance, client-centricity, and continuous improvement.
• Partner with People and Culture team to to recruit and onboard top advisory talent and support individuals on your team.

Sales Management & Business Growth

• Drive mutual fund sales, financial planning adoption, and Member conversion through virtual channels.
• Set team targets, develop sales strategies, and monitor performance using data-driven reporting.
• Collaborate with Marketing and Distribution teams to optimize lead flow, segmentation, and campaign effectiveness.
• Identify opportunities to improve digital sales processes, tools, and Member engagement models.

Financial Planning & Advice Oversight

• Ensure financial plans delivered by advisors are high-quality, compliant, and tailored to client needs.
• Enhance planning frameworks, tools, and best practices to support advisor effectiveness.
• Monitor the mix of planning vs. advice-only interactions and optimize capacity planning.

Compliance, Risk & Quality Assurance

• Maintain adherence to regulatory requirements (KYC, suitability, disclosure standards).
• Conduct regular quality audits of financial plans and advice delivery.
• Partner with Compliance and Risk teams to manage audit findings, mitigate risks, and ensure best practices.
• Ensure all compliance requirements are adhered to by using available resources and information appropriately, and by collaborating with appropriate partners and SMEs across the organization.

Stakeholder Management & Reporting

• Produce and/or review senior leadership reporting on sales performance, pipeline, productivity, client feedback, and capacity metrics.
• Engage cross-functional partners to improve the end-to-end virtual advice experience.
• Support strategic initiatives in Wealth Distribution, including product launches, digital transformation, and experience enhancement.
• Utilize reporting to identify trends, analysis and make recommendations to senior leadership based on data
• Lead and manage change initiatives, ensuring employees understand and support them.
• Work collaboratively with peers, wealth, business banking and retail delivery teams in sharing best practices and implementing campaign support or new business opportunities for our remote teams.

Member Excellence

• Ensure the team is effectively spotting opportunities that would improve Member financial well-being and utilize standard referral protocols.
• Improve delivery of best advice and sales with Members, as well as operational efficiency in all channels.
• Ensure staffing levels are appropriate for inbound, off-phone and outbound business requirements.
• Ensure a seamless and consistent Member experience across all channels by supporting digital processes.

How you will succeed:

• 7+ years of experience in financial advisory, wealth management, or investment sales.
• 3–5+ years of leadership experience managing advisors or sales teams.
• University degree in Business Administration, Economics, or related field is required.
• Strong understanding of mutual funds, financial planning frameworks, and regulatory requirements.
• Mutual Fund License in current good standing.
• Strong financial service product & compliance knowledge.
• Demonstrated success in driving sales results through coaching and analytics.
• Skilled in digital sales tools, CRM systems, and virtual client engagement with extensive knowledge of CRM and banking systems.
• Proficiency in MS Office applications & AI tools such as Copilot.
• Exceptional interpersonal, written and verbal communication skills.
• Ability to problem-solve and effectively manage in a fast-paced, ever-changing environment.
• Proven ability to create, analyze and story-tell from reporting and analytics.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $110,000 - $125,000

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! This role is hybrid. Our offices are located at 3780 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines.

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.

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

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.

We will ensure that individuals with disabilities are 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. Please contact us to request accommodation.

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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