Sales and Advice Effectiveness Specialist, Retail

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 Sales & Advice Effectiveness Specialist, Retail supports the delivery and ongoing improvement of sales, advice and frontline effectiveness programs across Meridian Retail Banking. The role coordinates tools, reporting, business insights, coaching resources, campaigns and enablement initiatives that help improve branch-leader effectiveness, employee productivity, advice quality, relationship deepening, referral effectiveness, digital adoption and Member outcomes. Working under the direction of the Senior Manager, Sales & Advice Effectiveness, Retail, the Specialist converts established enterprise and Retail priorities into practical implementation plans, resources and operating routines for leaders and frontline employees.

Key Responsibilities

Retail Sales & Advice Effectiveness Program Delivery (25%)

• Support the development and execution of the Retail sales and advice effectiveness roadmap within priorities established by the Director, Senior Manager and Retail leadership.
• Manage assigned effectiveness initiatives from planning through implementation, adoption monitoring, sustainment and continuous improvement.
• Develop and maintain business-planning, sales-management, lead and referral management, advice-delivery and frontline performance resources.
• Gather frontline requirements and contribute Retail perspectives to cross-functional product, process, technology, policy and operating-model initiatives.
• Confirm that assigned programs align with Member-first advice principles, conduct expectations, regulatory obligations and established controls.

Performance Reporting and Business Insights (20%)

• Coordinate branch, market, leader and employee performance reporting, sales-effectiveness measures, scorecards and productivity routines.
• Document reporting requirements and support the definition of leading and lagging indicators, behavioural measures and adoption metrics.
• Analyze activity, capacity, pipeline, referrals, conversion, product usage, digital adoption and Member outcomes, and recommend practical actions.
• Prepare reporting and insights that support leader coaching, performance discussions, campaign decisions and targeted interventions.
• Partner with Data, Analytics and Technology teams on reporting enhancements and support annual planning and performance-management activities.

Advice Excellence, Coaching and Advisor Capability (20%)

• Develop and maintain Retail playbooks, conversation guides, coaching resources, job aids, scripts and leader materials.
• Support consistent Member discovery, advice delivery, relationship-deepening and referral practices across physical and virtual channels.
• Coordinate onboarding, role development, skill builders and capability-building initiatives with Learning & Development and Retail leaders; partner to develop content and learning experiences
• Support branch-leader use of coaching, pipeline, advice-quality and performance routines.
• Facilitate leader sessions, workshops and forums that strengthen capability and adoption.
• Coordinate agenda planning, presentation content, and logistics for Retail town halls and development forums

Programs, Campaigns and Frontline Engagement (15%)

• Coordinate implementation and sustainment of Retail sales programs, seasonal and adhoc campaigns and priority growth initiatives.
• Develop clear frontline communications, implementation materials, readiness checklists and adoption plans.
• Support enablement for everyday banking, deposits, lending, registered savings, investments and partner referrals.
• Coordinate reward and recognition activities within established strategy, budget and governance.
• Gather structured field feedback and use performance results and Member outcomes to recommend improvements.

CRM, Digital Tools and Process Enablement (10%)

• Support adoption and effective use of CRM, lead-management, digital sales and employee-productivity tools.
• Gather and document business requirements, participate in testing and coordinate implementation support for technology enhancements.
• Identify workflow and process improvements that reduce administrative effort and increase Member-facing capacity.
• Support responsible adoption of data, automation and AI-enabled capabilities.
• Monitor adoption and provide recommendations to improve utilization and business value.

Project Coordination and Stakeholder Support (10%)

• Develop work plans, milestones, communications, risks, issues and status reporting for assigned initiatives.
• Coordinate cross-functional working groups and stakeholders to support timely decisions and issue resolution.
• Prepare recommendations, business updates and presentation materials for the Senior Manager and Retail leadership.
• Maintain program documentation, governance records and follow-up actions.
• Contribute subject-matter expertise and support other Sales & Advice Effectiveness priorities as required
  
  

Knowledge, Skills & Abilities

• Strong understanding of Retail Banking products, branch operations, lending, deposits, investments, advice delivery and referral practices.
• Knowledge of frontline sales effectiveness, leader coaching, performance management, campaign execution and change adoption.
• Working knowledge of CRM platforms, lead-management tools, digital sales solutions and frontline reporting.
• Strong analytical skills, including scorecard interpretation, performance reporting, trend analysis and root-cause assessment.
• Strong written and verbal communication, facilitation, stakeholder management, project coordination and change-support skills.
• Ability to translate established priorities into practical frontline tools, plans, communications and implementation activities.
• Sound judgment in balancing growth, Member experience, advice quality, privacy, conduct, compliance and operational risk.
• Ability to influence without authority, manage competing priorities and deliver through cross-functional teams
• Understanding of AI tools and capabilities, how to apply them to improve personal and LOB-level productivity
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience
  
  

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: Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. This is a hybrid work opportunity.

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.

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