Who we are:

Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we’re committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives!

Find our story here: About Meridian

About this role:

The Investment Advisor (IA) Associate role is a key member of the Private Wealth advisory team. The IA Associate is responsible for sales preparation, opportunity identification and meeting Members of the IA portfolio to help Members achieve what’s important to them. Associates and IA are responsible for meeting the Sales, Voice of Member, Referral and Planning targets of the portfolio. By providing best in class contact management, financial planning/discovery and pre sale and post sale practice support, Associates will work collaboratively to deliver an exceptional Member experience, while effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand, and overall business profitability

Key Responsibilities

• Completing weekly planning meetings with IA to determine portfolio/Member needs for the week
• Meet with small book accounts as assigned by IA to support the book of business and help the Advisor achieve their goals and support Member needs
• Proactive Member contact for referrals, new prospects, and follow up meetings
• Manage IA calendar in conjunction with ACE/CRM to book Member meetings
• Conducting introductory discovery or follow up Member appointments with respect to financial plans completed in conjunction with the IA
• Capturing and inputting financial planning data into NaviPlan
• Creating/reviewing portfolio reports to identify further opportunities/Member needs
• Utilizing vital reports such a MIBT
• A demonstrated commitment to an exceptional Member experience that continues through the Member/Advisor relationship
• Working in partnership with the IA Team (Advisor and Support Representative) to meet Personal Performance Objectives as well as team/portfolio objectives (including revenue, turn rate, planning, and Voice of Member)

• Engage the Member in a robust conversation to uncover Member needs while proactively identifying opportunities that lead to an enhanced Member and Advisor experience.

• Enhanced pro-active account oversight to ensure Member information is up to date and consistent on both MCU and CS/CSI platforms
• Provide consistent Member Portfolio snapshot that includes detailed supplemental documents that illustrates MCU and Wealth assets including customized documents/reports as requested by IA.
• Create and provide reporting to support the Advisors compliance requirements
• Financial planning information capture to expedite the financial planning recommendation
• Efficient first-time right document preparation as needed for all Member/Advisor meetings (as needed)
• Receive and Q/A all completed documents after the Member has signed to ensure accuracy and completeness which expedites the sales experience. (as needed)
• Follow up with external partner and/or fund companies on trades, transfers, account set up and payments to ensure requests are executed as presented. (as needed)

Knowledge, Skills, and Abilities

• Obtained IIROC license, and it is in good standing.
• 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.
• Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.
• Excel working in a team environment, completing deliverables on time (independently and as a team)
• Strong communication skills, both written and verbal
• Demonstrated proficiency in utilizing basic software tools for contact management, investments, education, and financial planning.
• Introductory knowledge of NaviPlan and the holistic Financial Planning Process preferred
• 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.
• 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 the ability to multi-tasking in a fast past environment.
• Ability to work independently, take initiative and manage multiple conflicting priorities.

Competencies

Member Focus - Personally demonstrating that our Members are our highest priority.

Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.

Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.

Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.

Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.

Integrity - Doing the right thing by always acting with openness, honesty and respect.

Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

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.

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