Vice President, Wealth

Description

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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. Find our story here:

The Opportunity:

Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic engine. We are seeking a VP, Wealth to lead the continued evolution and expansion of our Wealth business—growing our Wealth sales and assets under management by scaling advice, deepening member relationships, and building a future‑ready Wealth team that leverages AI, member insights and referral driven commercialization across the enterprise.

This role is the single-point leader accountable for Wealth revenue growth, advisor productivity, and enterprise referral conversion outcomes, and is ideal for a seasoned Wealth leader who combines business acumen, sales performance expertise, a passion for democratizing advice and leading with purpose.

What you will do:

Drive Wealth Growth and Performance

• Own end‑to‑end P&L accountability for the Wealth line of business driving revenue and AUM growth, strengthening profitability, and increasing market share
• Set and execute a multi‑year Wealth strategy to improve sales performance and advisor productivity, re-imagine virtual and ‘human in the loop’ financial planning and advice and increase member share of wallet, virtual delivery, insurance, and intergenerational wealth
• Scale the virtual Wealth Advice Centre and model to grow our Wealth membership while improving Financial Advisor productivity and member experience
• Own consistent go-to-market execution for wealth member propositions and advice offerings, strengthen sales practices and pipeline discipline, working in partnership with marketing and other lines of business to lead referral-driven commercialization across the enterprise
• Lead organic and inorganic growth of our Wealth assets under management, including advisor recruitment and expansion of Meridian’s Wealth ecosystem and partnerships
• Leverage AI and technology solutions to drive efficiencies and smarter ways of working within the Wealth team
• Represent Meridian Wealth externally, strengthening brand presence and industry profile

Lead Transformation and Enterprise Change

• Champion and drive digital, data, and operational excellence transformation across Wealth, in partnership with enterprise technology teams, Aviso, and fintech partners
• Embed data‑driven decision making, continuous improvement, and modern delivery practices (Lean, Agile, automation)
• Anticipate industry, regulatory, and economic change—turning complexity into clear direction and action

Build High-Performing Future Ready Teams

• Lead, coach, and develop senior leaders with a focus on improving performance outcomes, building succession, and enhancing employee engagement
• Create an inclusive, accountable culture that attracts and retains top Wealth sales talent and builds long‑term leadership bench strength
• Act as a trusted, collaborative partner across Retail, Business Banking, Risk, and Corporate functions

Key Decisions You Own:

• Advisor coverage, capacity, and deployment model
• Wealth Go to Market execution priorities and sequencing
• Design of referral execution models with Retail and Business Banking
• Performance interventions when wealth conversion or productivity slips
• Escalation of barriers to advice conversion (risk, service, tech)

How You Lead (What Matters at Meridian)

At Meridian, leaders are expected to deliver results and build culture. The Head of Wealth is a role model for:

• Inclusive, values‑based leadership that builds trust, belonging, and psychological safety
• Outside‑in thinking, bringing market best practices, member, and industry insights into strategy and execution
• Change leadership and resilience, guiding teams through transformation with clarity and empathy
• Coaching and development, actively growing future‑ready skills and next‑generation leaders

You will be expected to demonstrate strong capability in:

• Technology enablement and digital fluency to improve team performance outcomes and gain efficiencies
• Data‑driven problem solving and critical thinking
• Collaboration and enterprise influence
• Curiosity, adaptability, and innovation
• Empathy and member‑centred design

What success looks like:

• Sustained growth in Wealth revenue, AUM, and non‑interest income
• Material improvement in advisor productivity and conversion rates
• Scaled and measurable Retail → Wealth referral performance
• Modernized advice models delivering both growth and member trust
• Strong Member Wealth Satisfaction/Net Promoter Scores

What you bring

• 10+ years of progressive leadership experience in Wealth Management
• Proven track record of building and scaling a wealth sales team with tangible performance outcomes and results
• Demonstrated ability to manage and grow a Wealth line of business, increase Advisor productivity, and drive large‑scale change and new ways of working
• Proven ability to design a Wealth sales strategy and execute at scale
• Strong understanding of financial planning and advice models, insurance, and complementary product offerings Experience driving a shift toward more digital solutions and service delivery models with the optimal balance of in-person member advice and support
• Demonstrated ability to build and leverage Wealth ecosystem partnerships
• Exceptional written and verbal communication skills and executive presence
• Industry designations (e.g., CFP, CFA, CIM) or equivalent experience preferred
• 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: CAD $166,600 - $250,000

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.

Join us! This role is hybrid. Our offices are located at 3280 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines. Travel between these offices may be required, as well as occasional travel to branches. Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us. What's in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn't 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.

Our Commitment to You Meridian is 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 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. Follow us on Twitter at

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