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.Drive Wealth Growth and PerformanceOwn end‑to‑end P&L; accountability for the Wealth line of business driving revenue and AUM growth, strengthening profitability, and increasing market shareSet 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 wealthScale the virtual Wealth Advice Centre and model to grow our Wealth membership while improving Financial Advisor productivity and member experienceOwn 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 enterpriseLead organic and inorganic growth of our Wealth assets under management, including advisor recruitment and expansion of Meridian’s Wealth ecosystem and partnershipsLeverage AI and technology solutions to drive efficiencies and smarter ways of working within the Wealth teamRepresent Meridian Wealth externally, strengthening brand presence and industry profileLead Transformation and Enterprise ChangeChampion and drive digital, data, and operational excellence transformation across Wealth, in partnership with enterprise technology teams, Aviso, and fintech partnersEmbed 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 actionBuild High‑Performing Future Ready TeamsLead, coach, and develop senior leaders with a focus on improving performance outcomes, building succession, and enhancing employee engagementCreate an inclusive, accountable culture that attracts and retains top Wealth sales talent and builds long‑term leadership bench strengthAct as a trusted, collaborative partner across Retail, Business Banking, Risk, and Corporate functionsKey Decisions You OwnAdvisor coverage, capacity,



and deployment modelWealth Go to Market execution priorities and sequencingDesign of referral execution models with Retail and Business BankingPerformance interventions when wealth conversion or productivity slipsEscalation of barriers to advice conversion (risk, service, tech)How You Lead (What Matters at Meridian)Inclusive, values‑based leadershipthat builds trust, belonging, and psychological safetyOutside‑in thinking, bringing market best practices, member, and industry insights into strategy and executionChange leadership and resilience, guiding teams through transformation with clarity and empathyCoaching and development, actively growing future‑ready skills and next‑generation leadersKey CompetenciesTechnology enablement and digital fluency to improve team performance outcomes and gain efficienciesData‑driven problem solving and critical thinkingCollaboration and enterprise influenceCuriosity, adaptability, and innovationEmpathy and member‑centred designSuccess MetricsSustained growth in Wealth revenue, AUM, and non‑interest incomeMaterial improvement in advisor productivity and conversion ratesScaled and measurable Retail → Wealth referral performanceModernised advice models delivering both growth and member trustStrong Member Wealth Satisfaction/Net Promoter ScoresWhat You Bring10+ years of progressive leadership experience in Wealth ManagementProven track record of building and scaling a wealth sales team with tangible performance outcomes and resultsDemonstrated ability to manage and grow a Wealth line of business, increase Advisor productivity, and drive large‑scale change and new ways of workingProven ability to design a Wealth sales strategy and execute at scaleStrong 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 supportDemonstrated ability to build and leverage Wealth ecosystem partnershipsExceptional written and verbal communication skills and executive presenceIndustry designations (e.G., CFP, CFA, CIM) or equivalent experience preferredComfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experienceCompensation Salary Range: CAD $166,600 - $250,000Compensation 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.Benefits Hybrid work arrangements with in‑person office time to collaborate, innovate and build relationships with your colleagues. This role is hybrid. Offices 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.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 worldHybrid work arrangements with in‑person office time to collaborate, innovate and build relationships with your colleaguesThis isn't your typical "corporate" job. We work hard and we have fun!Additional Desired SkillsEmbedding & 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 assetCritical 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 advantages 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.#J-18808-Ljbffr

📌 Vice President, Wealth - C$166,600 - C$250,000 A Year (St. Catharines)
🏢 Meridian
📍 St. Catharines