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Wealth Sales Representative

4 months ago

St Catharines, Canada Meridian Credit Union Full time

**About this opportunity**

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.

**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.

**About this role**:
The Wealth Sales Representative is 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. By 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. While effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand and overall business profitability.

**What you’ll do**:

- Contacting Member to book appointment that aligns 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.
- WSR is the first point of contact for Wealth Members when Advisor is not available. This ensures this HVC always receives a live person to connect with.
- Enhanced pro-active account oversight to ensure Member information is up to date and consistent on both MCU and CS/CSI platforms
- Provides consistent robust Member Portfolio snapshot that includes detailed supplemental documents that illustrates MCU and Wealth assets
- Efficient first time right document preparation within SLA for all Member/Advisor meetings
- Create and provide reporting to support the Advisors compliance requirements
- Financial planning information capture to expedite the Financial planning recommendation
- Receive and Q/A all completed documents after the Member has signed to ensure accuracy and completeness which expedites the sales experience.
- Follow up with external partner and/or fund companies on trades, transfers, account set up and payments to ensure requests are executed as presented.

**What can you bring to Meridian?**
- Degree or Diploma in Business or equivalent working experience in Financial Services Industry.
- Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC) is an asset or willing to obtain.
- Minimum of 2 years of sales experience in Financial Services Industry.
- Knowledge, Skills, and Abilities
- 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.
- Business acumen in Financial Services and Wealth 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.
- Familiar with documentation related to the investment industry.
- Proficient in Microsoft Word, Excel and PowerPoint and good working knowledge of ACE, Ovation and Encore.
- 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 Outside Agencies, other Financial Institutions and Branches.
- Strong communications skills, both written and verbal.
- Sound judgment in dealing with issues and conflict situations.
- 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.

**Experience the difference at Meridian: What’s in it for you?**
- Opportunity to work within, create, and drive a culture of growth and innovation.
- Inspire a positive work environment and help champion quality service, innovation, teamwork to assist our Members.
- Learn voraciously, stretch you and your team’s thinking, share your knowledge and educate