Meridian Credit Union Ltd
Virtual Financial Planning Sales Leadership
Job Description
Advance your career as a Senior Manager of Virtual Financial Planning Sales at Meridian. Lead a talented team and drive sales targets in a hybrid work environment.
In the heart of St. Catharines, ON, this role is designed for those eager to lead and innovate in virtual financial advisory. You will develop your team of Financial Planners, ensuring compliance while surpassing sales targets. Collaborating with various teams, you'll create a cohesive advisory experience for clients.
Key Responsibilities:
• Lead a team to achieve financial planning goals
• Strategize and monitor sales performance
• Enhance digital sales tools for advisors
• Ensure compliance and assess planning quality
• Collaborate with stakeholders for experience improvement
Requirements:
• 7+ years in financial services or investment sales
• Minimum 3 years of leadership experience
• Strong knowledge of mutual funds and compliance
• Expertise in CRM and digital sales tools
• Excelle...
In the heart of St. Catharines, ON, this role is designed for those eager to lead and innovate in virtual financial advisory. You will develop your team of Financial Planners, ensuring compliance while surpassing sales targets. Collaborating with various teams, you'll create a cohesive advisory experience for clients.
Key Responsibilities:
• Lead a team to achieve financial planning goals
• Strategize and monitor sales performance
• Enhance digital sales tools for advisors
• Ensure compliance and assess planning quality
• Collaborate with stakeholders for experience improvement
Requirements:
• 7+ years in financial services or investment sales
• Minimum 3 years of leadership experience
• Strong knowledge of mutual funds and compliance
• Expertise in CRM and digital sales tools
• Excelle...