Wealth Sales Representative

Meridian Credit Union • Niagara-on-the-Lake, ON

3d • Onsite

About The Position

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.

Requirements

• Degree or Diploma in Business or equivalent working experience in Financial Services Industry.
• Minimum of 2 years of sales experience in Financial Services Industry.
• Innovative: Consistently introduces new ideas and demonstrates original thinking
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Team Player: Works well as a member of a group
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Nice To Haves

• Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC) is an asset or willing to obtain.
• 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.

Responsibilities

• 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.

Benefits

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with your colleagues.
• This is not your typical “corporate” job. We work hard and we have fun!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree