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Wealth Sales Representative

4 months ago

St Catharines, Canada Meridian Credit Union Full time

**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**:About Meridian**:
**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 a Wealth Sales Representative**:
You will be accountable for providing highly effective sales support to key Members of our Wealth Management Team in order to help them achieve their performance and sales goals by providing an excellent Member experience while maintaining high standards and operational efficiencies. Providing best in class contact management, pre-sale and post-sale practice support to support the achievement of Wealth’s annual plan objectives for Net Sales, revenue and new Investments, all while effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand and overall business profitability.

**What you will do**:

- Contact Members to book appointments that align to the Advisors meeting type ie: annual/quarterly review, discovery, financial planning.
- Engage the Member is a robust conversation to uncover Member needs while proactively identifying opportunities that lead to an enhanced Member and Advisor experience.
- Reconnect with Member to remind them of the appointment and recommend pertinent documentation to bring to meeting that supports the supports the Advisor recommendations.
- Act as a first point of contact for Wealth Members when Advisor is not available. This ensures they always receive a live person to connect with.
- Enhance proactive account oversight to ensure Member information is up to date and consistent on both Meridian's and CS/CSI platforms.
- Provide consistent and robust Member Portfolio snapshots that include detailed supplemental documents that illustrates Meridian and Wealth assets.
- Efficiently prepare documents within SLA for all Member/Advisor meetings.
- Create and provide reporting to support the Advisors compliance requirements.
- Capture Financial Planning info to expedite the Financial planning recommendation.
- Receive and reconcile all completed documents after the Member has signed to ensure accuracy and completeness to expedite the sales experience.
- Follow up with external partners and/or fund companies on trades, transfers, account set up and payments to ensure requests are executed as presented.

**How you will succeed**:

- A minimum of 2 years of work experience in the financial services or wealth industry.
- Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC) is an asset, or must be willing to obtain.
- Knowledge 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.
- Familiar with documentation related to the investment industry.
- Understand changing market conditions and remain knowledgeable of relevant industry issues.
- Strong analytical and problem-solving abilities with the ability to quickly prioritize and resolve issues as they arise.
- 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.
- Demonstrates effective interpersonal skills, conducive to functioning in a liaison capacity with external agencies, other Financial Institutions and Branches.
- Strong communications skills, both written and verbal.
- Well-developed and proven time management skills to ensure the ability to prioritize and organize work of others and self.
- Ability to adapt to changing business needs with innovative solutions.
- Demonstrate ability and creativity in developing and implementing process improvement initiatives.
- Demonstrate the ability to multi-tasking in a fast past environment.
- Ability to work independently, take initiative and manage multiple conflicting priorities.

**Join us This role is hybrid. Our Corporate Offices are located at 3330 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._**:
**What's in it for you?**:

- **We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.**:

- **You'll get to work w