Advisor Experience Specialist
Etobicoke, ONFull Time
Meridian Credit Union Limited: As a company that puts people first.
5+ YOECandidates need five to seven or more years of investment sales, financial planning, wealth management or advisor-support experience, plus a degree or equivalent. Strong coaching, facilitation and communication skills, and comfort with CRM and digital tools, are required.
Conquest, CRM Dynamics 365, CapIntel, Advisor Stream, Teams, Excel