Senior Manager, Virtual Financial Planning Sales

Job Category:

Wealth

Requisition Number:

SENIO

Posted : May 13, 2026

Full-Time

Hybrid

Locations Showing 1 location

St.Catharines Corp Office St Catharines, ON L2S 3W3, CAN

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.

You will lead a team of virtual Financial Planners responsible for delivering holistic financial plans, providing investment advice, and driving mutual fund sales through a fully remote advisory model. This role ensures the team meets regulatory standards, achieves sales targets, and delivers an exceptional client experience aligned with organizational objectives in Wealth Distribution. This role will play a critical role in coaching, motivating, and developing advisors; optimizing digital sales processes; and part...