Find work in Canada.

606,433 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
DC
Marketing & Communications Director
Decor Cabinets Ltd
Morden, MB
- Full-time
We're looking for a Marketing & Communications Director to join our Senior Leadership Team and help shape how we connect with our employees, dealers, designers, and the communities we serve.
Added 12 mins ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are…
Added 12 mins ago
CO
Project & Business Analyst (Full-Time)
City of Thunder Bay
Thunder Bay, ON
- Full-time
As a Project & Business Analyst with our IT Delivery team, you’ll coordinate the implementation of effective digital solutions that keep the City running. From enterprise systems to new…
Added 42 mins ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 42 mins ago
C
Marketing & Communications Specialist
CGT
Kelowna, BC
- $65,000 to $75,000 CAD / year
- Full-time
…product awareness, and business development. The role spans digital marketing, social media, campaigns, content creation, trade shows, events, presentations, sales support materials,…
Added 42 mins ago
SR
Web Designer
Submerged Records
Halifax, NS
- Full-time
…visual production, and strong connections with listeners across digital and physical platforms. Team members collaborate closely to build artist brands, design engaging online experiences,…
Added 42 mins ago
MC
Sr Manager of Sales - Growth Channels
Mattel Canada
Mississauga, ON
- Full-time
…through play. Mattel is at its best when every member of our team feels respected, included, and heard - when everyone can show up as themselves and do their best work every day. We value…
Added 42 mins ago
GS
Staff Site Reliability Engineer, Application
Guidewire Software
Toronto, ON
- Full-time
…organization as a cornerstone of our Site Reliability Engineering team. We are the architects of stability for the Guidewire Cloud Platform, ensuring the world's leading P&C insurers can…
Added 57 mins ago
Civil Engineer
Rogers Communications
Vancouver, BC
Our Technology team wakes up every day with one goal in mind - connecting Canadians to the people and things that matter most. Together, we are proud to support 30 million Canadians each…
Added 57 mins ago
Manager, Finance
Rogers Communications
Toronto, ON
…world-class network and content Canadians love - and our innovative team is growing. We are looking for dedicated team members to join our Corporate team who have a genuine passion for…
Added 1 hour ago
S
Customer Experience Associate (Contract) - Huntsville Place Mall Branch (22.5 Hours/Week)
Scotiabank
Huntsville, ON
- Contract
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Added 1 hour ago
R|
Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a proactive and organized Licensed Practical Nurse (LPN) or Research nurse to join our dynamic team. The incumbent will play a key role in the execution of clinical research…
Added 1 hour ago
W
Co-Manager
Walmart
Cobourg, ON
- Full-time
…retail environment. Oversees the effective implementation of digital applications in the store, handles the training of the management team with respect to new OMNI processes and customers’…
Added 1 hour ago
A
Quality Assurance Analyst (18-month temp)
ATB
Calgary, AB · Edmonton, AB
- Full-time
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what…
Added 1 hour ago
RC
Management Consulting Supervisor, Technology Performance
RSM Canada
Toronto, ON
- Full-time
RSM’s Management Consulting Technology Performance team provides strategy and advisory services designed to improve the effectiveness of our clients’ Technology & Digital functions. We help…
Added 1 hour ago
BT
Cloud Accounting Specialist
Baker Tilly Canada
Guelph, ON
- Full-time
We are looking for a Cloud Accounting Specialist to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 1 hour ago
S
Senior Product Manager, Echo MS
SCIEX
Vaughan, ON
- $130,000 to $150,000 CAD / year
- Full-time
…outstanding reliability and support. You will be part of a winning team, enabled by DBS, that is passionate about helping life science experts around the world get to answers they can…
Added 1 hour ago
Buyer III
Excelitas Technologies
Mississauga, ON
ENGAGE with us today and make your contribution to the future! Join the team that leading technology companies turn to for cutting-edge photonic innovation. At Excelitas Technologies you…
Added 2 hours ago
O
Lead, FP&A Manager
OpenText
Mississauga, ON
- Full-time
…key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and…
Added 2 hours ago
O
Sr. FP&A Manager
OpenText
Mississauga, ON
- Full-time
…key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and…
Added 2 hours ago
OE
General Labourer - Floater (2nd Shift)
OSI Electronics
Toronto, ON · Scarborough, ON
- $18 CAD / hour
- Full-time
…including Die Cut, Dry Film Lamination, Wet Process, and Laser Digital Imaging, helping eliminate production bottlenecks and ensure on-time delivery. This individual will be cross-trained…
Added 2 hours ago
OE
General Labourer - Floater
OSI Electronics
Toronto, ON · Scarborough, ON
- $18 CAD / hour
- Full-time
…including Die Cut, Dry Film Lamination, Wet Process, and Laser Digital Imaging, helping eliminate production bottlenecks and ensure on-time delivery. This individual will be cross-trained…
Added 2 hours ago
W
Senior Cost Analyst
Worley
Markham, ON
- Full-time
We are currently recruiting for a Project Controls Specialist – Power BI & Cost Control. Our team includes world class experts and dynamic go-getters. This is a full-time position based in…
Added 2 hours ago
N
Talent Partner (6-month Contract)
Nelson
Toronto, ON
- Temporary
Our innovative solutions, including Edwin, our digital learning platform, provides curriculum-aligned content that support diverse learning styles while fostering critical thinking,…
Added 2 hours ago
HT
Operations Support Specialist
Hirematic Talent Solutions
Toronto, ON
- $40 to $45 CAD / hour
- Full-time
Proven experience supporting digital recruitment transformation or recruitment modernization initiatives.

Meridian Credit Union

Advisor Experience Specialist

Toronto, ON, Canada
Etobicoke, ON, M8X 2X3, Canada

Salary Range: $68,800.00 to $103,200.00 CAD · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: Salary Range: $68,800.00 to $103,200.00 CAD
Job type: Full-time
Posting language: English
Posted: Nov 3, 2026

Original job description

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.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

The role: The Advisor Experience Specialist supports advisors and Wealth leaders by providing practical coaching, onboarding support, field enablement and reinforcement of tools and best practices. The role helps translate Wealth and enterprise initiatives into practical, advisor-ready support that strengthens advisor effectiveness, member engagement and the overall advisor experience.

Key Responsibilities

Advisor coaching and support - 40%

Provide practical coaching and support to advisors and leaders on sales effectiveness programs, member engagement, discovery, meeting preparation, financial-planning conversations, activity management, quality referrals, asset consolidation and consistent execution.
Partner with Wealth leaders to reinforce best practices, sustain behavioural change and accelerate adoption of sales, planning and member engagement strategies.
Analyze advisor performance metrics, activity levels and planning quality indicators to identify coaching opportunities and recommend actions that improve advisor effectiveness and member outcomes.

Tool adoption and operational effectiveness - 25%

Champion confident adoption of Conquest, CRM Dynamics, CapIntel, Advisor Stream and other advisor tools, monitoring adoption levels and user feedback to identify barriers, inform continuous improvement and support future enhancements to advisor platforms and processes.
Act as a subject matter resource for advisor technologies, use available CRM reporting, performance indicators, member feedback and field observations to identify barriers, answer questions and recommend targeted reinforcement

Onboarding, training and capability building - 20%

Support onboarding and ongoing development of new and core advisors through workshops, office hours, job aids, training reinforcement and structured development support.
Contribute to the evolution of Wealth training programs, tools and content to ensure learning remains relevant, practical and aligned to changing business needs, assisting to accelerate time to confidence and consistent adoption of core Wealth practices.

Field feedback and activation support - 15%

Gather and analyze advisor and leader feedback, identify recurring themes, friction and readiness gaps, operational challenges, capability gaps and opportunities for improvement from Wealth Council and Wealth Sales Office feedback loops.
Provide insights and recommend improvements to Wealth leadership on communications, processes, tools, enablement materials and launch support and change adoption.

Risk, compliance and professional practice

Reinforce approved guidance, protect confidential member and business information, validate support materials with the appropriate owners, and escalate conduct, policy, system, data, access or operational concerns beyond the role’s authority.

Knowledge, Skills, and Abilities

Strong knowledge of wealth management, holistic financial planning, member needs, advisor practice management and emerging wealth trends.
Working knowledge of investment products and accounts, planning techniques, member-engagement approaches, and relevant compliance and continuing-education expectations. Proficiency with advisor platforms and productivity tools, including Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel, PowerPoint and SharePoint.
Strong facilitation, coaching, consulting and presentation skills in one-to-one and one-to-many settings.
Ability to translate complex initiatives into practical, digestible resources and field-ready actions.
Ability to translate complex initiatives into practical, digestible resources and field-ready actions.
Ability to collaborate and influence across advisors, leaders, operations, compliance, and external partners.
Analytical ability to use performance indicators, CRM reporting, member feedback and field observations to identify support needs.
Strong written and verbal communication skills with senior leaders and frontline advisors.
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Education, Work Experience, and Professional Designations/Certifications

University or college degree, or an equivalent combination of education and experience in wealth management or a related industry.
Five to seven plus (5-7+) years of direct investment sales, financial planning, branch retail planning, wealth management, mutual fund wholesaling, inside sales or advisor-support experience is recommended.
Investment or wealth-management accreditation such as CSC, CPH or CIM, and financial-planning accreditation such as CFP or PFP, are assets.
Coaching certification or ICF accreditation is an asset.
CRM experience, ideally with Dynamics 365 or a comparable, is strongly preferred.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: $68,800.00 to $103,200.00 CAD

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Office Location: Hybrid role requiring flexibility to travel to various retail branch locations across the assigned geographic region.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

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!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future - we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

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.

Experience the Difference!

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

@MeridianCareers

Connect with us on LinkedIn

Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page. Meridian never asks candidates to apply through third‑party links that do not redirect to our Careers portal (UltiPro). For more tips on how to protect yourself from job scams visit Protect yourself from job scams | Meridian.

Apply About employer

More about this job

Responsibilities

The Advisor Experience Specialist provides coaching, onboarding support, and field enablement to advisors and Wealth leaders to strengthen advisor effectiveness. They also champion the adoption of advisor tools and analyze performance metrics to identify opportunities for improvement.

Requirements

Candidates should have a university or college degree and five to seven plus years of experience in investment sales, financial planning, or wealth management. Proficiency in advisor platforms like CRM Dynamics 365 and strong coaching or facilitation skills are required.

Skills

Wealth management
Financial planning
Advisor coaching
Sales effectiveness
CRM Dynamics 365
Conquest
CapIntel
Advisor Stream
Facilitation
Consulting
Performance analysis
Member engagement
Change management
Data analysis
Communication skills

Benefits

Inclusive and collaborative working environment
Hybrid work arrangements
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial planning
Advisor support
Sales effectiveness
CRM Dynamics 365
Conquest
CapIntel
Advisor Stream
Coaching
Onboarding
Performance metrics
Member engagement
Change adoption
Data analysis
Microsoft Power Platform
Generative AI
Microsoft Copilot
CSC
CPH
CIM
CFP
PFP
ICF accreditation
Wealth sales
Retail banking

Report this job