Regional Vice President, Wealth

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.

At Meridian Wealth, we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey.

We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.

As a Regional Vice President, Wealth :

You will report to the AVP, Wealth Distribution. You will provide leadership and direction for the implementation and ongoing support of Meridian’s Wealth Management strategy.

This role would develop practice management standards; assist in the development of annual sales plans and budgets for the Wealth Management line of the business.

This role is accountable overall for leading and developing a team of Financial Planners, whose competencies include financial planning and investment services, to achieve established sales targets and operational goals.

The Regional Vice President, Wealth also provides consultative support to Branch Managers and other licensed positions within their region.

This role will also support an integrated approach to wealth within Meridian by researching and recommending strategies to expand products and services offered by Wealth Management.

There are 2 openings for this role, to oversee separate groups of Financial Planners across the province.

What you will do :

• Manage a team of Financial Planners by establishing and enforcing practice management standards, conducting performance reviews, assisting in the development of annual sales plans, coaching for success of sales and services targets, and providing ongoing training and development, for the overall accountability of performance for your region.
• Provide advice and support to the team to implement, develop and access complex and comprehensive financial solutions that may require a higher level of expertise.
• Provide insights to the team to help them develop business, grow portfolios according to established segment targets, and deliver excellent Wealth advice resulting in exceptional Member experiences.
• Attract and retain a team of Financial Planners by building upon a succession plan strategy and engage in the recruitment process of new advisors.
• Work collaboratively with internal partners and key external partners in order to maximize the effectiveness of the distribution network and develop an integrated, seamless experience for our Members.
• Collaborate effectively with the Retail District Vice Presidents in the region to support community events, business development activities, and other business partnerships.
• Develop and share ongoing industry wide best practices, sales, marketing and business development ideas and strategies with peers, Financial Planners, Senior Wealth Advisors and Wealth management leadership.
• Stay current on regulations and industry changes and develops strong COI’s within the industry to support your designated region.
• Provide input on the development of annual sales targets, performance criteria, reward and recognition programs, compensation programs and integrated key performance indicators.
• Resolve and troubleshoot issues with your team if Member concerns arise.
• Conduct regular reviews with your team to ensure proper execution of policies and procedures, and adherence to compliance requirements and standards.

Educates staff in all areas of sales, compliance and ensure the team are up-to-date on changes.

Promote and champion Wealth Management throughout the delivery channel, and Meridian.

How you will succeed :

• Bachelor’s Degree or diploma preferred, or equivalent experience
• 7+ years of related experience in financial services sales management
• Certified Financial Planner (CFP) designation & other wealth accreditations are an asset
• MFDA or IIROC license required
• In-depth knowledge and understanding of Wealth Management products and services
• Effective planning, analytical, organizational and time management skills
• Confident presentation and communication skills
• Ability to travel throughout the province of Ontario to meet with team members, as well as occasionally to our head offices in Etobicoke and St.

Catharines for leadership meetings.

This position is work from home with no primary office location. However, travel to various locations within the province is required to effectively lead the team, be present at in-person leadership meetings and be a Meridian Wealth ambassador at events.

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!

Our Story :

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members.

Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members.

With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.

Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

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.

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