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

Accelerates growth by leading development, prioritization and commercial mobilization of Wealth-specific growth programs, including referral and lead ecosystems, advisor recruitment and onboarding, practice modernization, and specialized distribution channels. Accountable for expanding advisor capacity, improving business-development effectiveness, deepening member relationships, and supporting sustainable growth in assets under administration, insurance revenue, advice penetration and advisor productivity. This role owns the what and why of Wealth growth: growth priorities, distribution strategy, advisor capacity, practice-model evolution, business requirements and targeted commercial outcomes.

Key Responsibilities

Growth strategy, referrals and segment expansion - 25%

- Lead the development and execution of Wealth growth strategies by identifying, evaluating and prioritizing growth opportunities through analysis of market trends, competitive positioning, member needs and channel performance, ensuring resources and investments are aligned to the highest-value business outcomes.
- Define and govern Wealth requirements for referral ecosystems, campaigns, lead management and segment strategies for mass affluent and high-net-worth members,



leveraging data and performance insights to optimize conversion, advisor effectiveness, member engagement and long-term growth result.
- Define and maintain a multi-year Wealth distribution and growth roadmap, translating enterprise strategy, market opportunities and member needs into prioritized initiatives, investment requirements and measurable commercial outcomes.

Distribution channels and strategic partners - 20%

- Set strategic direction and growth priorities for the Wealth Advice Centre, Insurance Advisory, IPC, planning specialization and emerging advisory models.
- Define the role, value proposition, target segments and growth expectations of each Wealth distribution channel, ensuring channel strategies are differentiated, complementary and aligned with member needs.
- Lead the evaluation and development of emerging advisory and distribution models that extend market reach, improve access to advice and create scalable growth opportunities.
- Champion collaboration with enterprise and external wealth partners.

Advisor capacity, recruitment and onboarding - 20%

- Own advisor capacity strategy, recruitment requirements, and onboarding standards, including the target experience, business outcomes and measures for time to productivity.
- Establish frameworks that accelerate early productivity,



strengthen retention and align coverage to member demand and growth opportunities.
- Develop multi-year advisor capacity and workforce plans using member demand, market potential, advisor productivity, attrition, succession risk and geographic coverage to determine future capability and recruitment requirements.

Advisor practice models and productivity - 20%

- Advance advisor practice model considerations, retirement and book-transition programs, book optimization and acquisition, and scalable service models.
- Lead the evolution of advisor capabilities, productivity, and service delivery, measuring performance through advisor productivity, member outcomes, revenue growth and referral effectiveness.

Governance, leadership and risk discipline

- Lead strategic growth governance through the Wealth Operating Council.
- Drive cross-functional delivery, clarify decision rights, manage dependencies, escalation material funding or risk issues, and lead assigned teams with transparent accountability.
- Lead and develop a team of specialized professionals and leaders, fostering a culture of accountability, collaboration and continuous improvement.
- Build succession depth across Wealth distribution functions through coaching, talent development and workforce planning.

Knowledge, Skills, And Abilities

- Expertise in wealth distribution, growth strategy, advisor productivity, referral ecosystems and business development.
- Strong knowledge of virtual and in-person advisor practice models, capacity planning, recruitment, onboarding and succession.
- Demonstrated ability to develop enterprise growth strategies, commercial business cases and multi-year distribution roadmaps.

📌 Director, Distribution (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines