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 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, team-oriented 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)
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
Key Competencies
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
Success Metrics
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
Modernised 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

📌 Vice President, Wealth (St. Catharines)
🏢 Meridian
📍 St. Catharines