Talent.com
Meridian Credit Union
Hybrid Senior Manager in Financial Planning SalesMeridian Credit Union • Winnipeg, Canada
No longer accepting applications
Hybrid Senior Manager in Financial Planning Sales

Hybrid Senior Manager in Financial Planning Sales

Meridian Credit Union • Winnipeg, Canada
5 days ago
Job type
  • Full-time
Job description
Elevate your leadership career with a hybrid role as Senior Manager of Virtual Financial Planning Sales. Guide a skilled team and drive mutual fund sales while ensuring compliance and quality.

In this pivotal position, you'll lead a team of financial planners and support roles to achieve robust sales targets. Oversee performance reviews and mentor your team, fostering a culture of high performance and client focus. Collaborate with marketing and distribution teams to enhance sales strategies and user engagement through virtual channels.

Key Responsibilities: • Lead, coach, and mentor a team of virtual planners • Drive mutual fund sales and Member conversion • Ensure high-quality and compliant financial plans • Monitor compliance with regulatory requirements • Produce senior leadership reports on sales performance

Requirements: • 7+ years in financial advisory or investment sales • 3–5+ years of leadership experience • University degree in Business or related field • Strong knowledge of financial planning frameworks • Proficiency in CRM systems and MS Office

Combine leadership, sales acumen, and compliance expertise to enhance the member experience. #J-18808-Ljbffr
Create a job alert for this search

Hybrid Senior Manager in Financial Planning Sales • Winnipeg, Canada

Similar jobs

Senior Manager, External Financial Advisory

ACCA CareersWinnipeg
Full-time

Inspirational, innovative, and entrepreneurial – this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impa... Show more

 • Promoted

Remote Business Manager Focused on Financial Coordination and Strategy

Premier Inn Hotels LLC (UAE)Winnipeg, MB, CA
Remote
Full-time

Step into the Business Manager role and lead financial management within a fully remote environment.Optimize processes, forecast outcomes, and support high-level decision-making in a thriving tech ... Show more

 • Promoted

Remote Senior Wastewater Capital Equipment Sales Manager

YSI IncorporatedWinnipeg, MB, CA
Remote
Full-time

A leading water technology company is hiring a Senior Capital Account Manager to drive sales of wastewater equipment in Canada.The role involves building client relationships and understanding indu... Show more

 • Promoted

Senior Director, Financial Reporting

WealthsimpleWinnipeg, MB, CA
Temporary

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.Using smart technology, we take financial services that are often confusing... Show more

 • Promoted

Lead External Financial Advisory as Senior Manager with Innovation

MNPWinnipeg, MB, CA
Full-time

Drive impactful financial strategies as a Senior Manager in External Financial Advisory.Leverage your expertise in financial reporting and process improvements to help businesses thrive and adapt.I... Show more

 • Promoted

Remote Senior Wastewater Capital Equipment Sales Manager

Xylem Inc.Winnipeg, MB, CA
Remote
Full-time

A global water solutions company is seeking a Senior Capital Account Manager to sell wastewater capital equipment and solutions in Toronto.The role requires 10+ years of sales experience, strong co... Show more

 • Promoted

Remote Regional Sales Manager Driving Growth in Telecom Solutions

CRH CanadaWinnipeg, MB, CA
Remote
Full-time

Lead sales efforts remotely as a Regional Sales Manager, specializing in telecom.Maximize sales strategies, develop key accounts, and drive growth in Eastern Canada through consultative sales and t... Show more

 • Promoted

Senior Product Manager, AI-Driven Field Service Invoicing

EverCommerceWinnipeg, MB, CA
Full-time

A leading service commerce platform is seeking a Senior Product Manager to join the Invoicing Solutions team working on Joist.This role focuses on defining AI-powered workflows for small businesses... Show more

 • Promoted

Remote Senior Recruitment Manager for Finance & M&A Deals

Oakbridge Search PartnersWinnipeg, MB, CA
Remote
Full-time

A leading recruitment firm in Toronto is seeking a high-impact Manager.This role operates at the intersection of business development and candidate sourcing, focusing on sectors like Finance and In... Show more

 • Promoted

Business Development Manager - Fleets and Dealership

AutoCanadaWinnipeg, MB, CA
Full-time

Winnipeg, MB (travel required with valid driver’s license).Are you a proven hunter and business developer in the automotive industry? If so, read on.This job is for you! ACX is the fastest growing ... Show more

 • Promoted

Dynamic Federal Account Manager in Remote Technology Sales

HPE Aruba NetworkingWinnipeg, MB, CA
Remote
Full-time

Lead remote technology sales as a Federal Account Manager.Exceed quotas through strategic networking solutions and deep understanding of client needs while driving business growth.This role offers ... Show more

 • Promoted

NA SMB Sales Leader: Scale SaaS Revenue

SideTrade SAWinnipeg, MB, CA
Full-time

A dynamic technology firm is seeking a Sales Manager for its North America SMB division.This role involves defining sales strategies, owning revenue targets, and leading a high-performing sales tea... Show more

 • Promoted

Director, Business Development & Sales – Financial Services (Credit Unions)

AequilibriumWinnipeg, MB, CA
Full-time

Aequilibrium (AEQ) is a digital consulting and innovation firm helping organizations design, build, and launch meaningful digital solutions.We partner with credit unions and financial institutions ... Show more

 • Promoted

Field Sales Manager: Grow SMBs & Drive Impact (Remote)

Canadian Federation of Independent BusinessWinnipeg, MB, CA
Remote
Full-time

A national small business association in Canada is seeking a Field Sales Manager to drive meaningful impact for small businesses.This position involves generating leads, managing a sales territory,... Show more

 • Promoted

Senior Capital Sales Manager - Water & Wastewater

Ebro Electronic GmbHWinnipeg, MB, CA

Ein führendes Unternehmen im Bereich Wassertechnologie sucht einen Senior Capital Account Manager in Toronto.Die Position erfordert über 10 Jahre Erfahrung im Vertrieb, insbesondere in der Abwasser... Show more

 • Promoted

Senior Growth Account Manager — Remote & Equity

BM DigitalWinnipeg, MB, CA
Remote
Full-time

A leading digital marketing firm is looking for an experienced Senior Account Manager to oversee a portfolio of e-commerce clients.The role involves developing growth strategies, analyzing media pe... Show more

 • Promoted

Relationship Manager in Private Equity Sales

Skyline Group of CompaniesWinnipeg, MB, CA
Full-time

Drive growth as a Relationship Manager focusing on private equity sales.Engage with accredited investors and help them access exclusive investment strategies in a fully remote capacity.In this role... Show more

 • Promoted

Strategic Finance Lead — Segment Growth (Remote, Equity)

FullscriptWinnipeg, MB, CA
Remote
Full-time

A growing healthcare company in Ottawa is seeking a Strategic Finance Manager to support its fast-growing segment.This role involves owning the economic model, developing business cases, and provid... Show more

 • Promoted

Manager Financial Planning

Winnipeg Regional Health AuthorityWinnipeg, MB, CA
Full-time

Winnipeg Regional Health Authority.WRHA Corporate - 650 Main Street.A cover letter is required clearly outlining how education and experience aligns with the position.Education (Degree/Diploma/Cert... Show more

 • Promoted

Financial Business Improvement Lead

Winnipeg Regional Health Authority (WRHA)Winnipeg
Full-time

Transform financial operations as a Business Improvement Lead in healthcare.Empower senior leaders to leverage data for enhanced decision-making and operational efficiencies in a hybrid work model.... Show more