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.

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:

Reporting to the Manager, Wealth Sales Support, the Assistant Manager, Wealth Sales Support leads the Mutual Fund Support Representatives who provide day-to-day operational and sales-support services to Meridian Wealth Advisors, Investment Specialists, Financial Planners and business partners. The role ensures timely, accurate and consistent support, effective workload coordination, clear escalation, and positive service experiences for Advisors and Members.

The Assistant Manager translates team priorities, procedures and service expectations into disciplined daily execution. Accountabilities include people leadership, work allocation, service-level performance, quality assurance, issue resolution, process adherence, operational reporting, training and continuous improvement.

The role supports the effective management of operational, regulatory and reputational risk by reinforcing applicable securities requirements, internal policies, privacy expectations and controls. Working closely with Wealth Operations, Compliance,



Operational Excellence and Advisor-facing partners, the Assistant Manager strengthens team capability, service quality, control effectiveness and readiness for change.

Key Responsibilities

Team Leadership and Workforce Coordination | 25%

- Lead, coach and support Mutual Fund Support Representatives in delivering accurate, responsive and consistent service.
- Set clear daily priorities, allocate work, balance capacity and adjust coverage based on volumes, service commitments and emerging issues.
- Conduct regular team communications, one-on-one coaching, performance discussions and development planning.
- Support recruitment, onboarding, training, cross-training, succession and workforce continuity.
- Create an inclusive, accountable and collaborative setting that encourages learning, sound judgment and continuous improvement.

Service Delivery and Advisor Support | 25%

- Oversee day-to-day mutual fund sales-support activities and ensure requests are completed within established service levels, quality standards and procedures.
- Act as an escalation point for complex, urgent or sensitive service matters, coordinating resolution with appropriate partners.
- Maintain strong working relationships with Wealth Advisors, leaders and operational partners; clarify needs, communicate status and manage expectations.
- Monitor queues, workloads, turnaround times,



aged items and recurring service issues, taking timely action to protect the Advisor and Member experience.
- Ensure communications and support interactions are professional, complete and appropriate to the team’s operational mandate.

Operational Excellence, Reporting and Change | 20%

- Use operational data, quality results and team feedback to identify trends, root causes, capacity pressures and improvement opportunities.
- Maintain practical team reporting and provide clear updates on service performance, risks, issues and required decisions.
- Standardize and improve workflows, job aids, procedures and hand-offs to increase efficiency, consistency and control effectiveness.
- Support implementation and adoption of process, technology, product and policy changes, including readiness, training and post-implementation follow-up.
- Partner with Operational Excellence and other stakeholders to remove low-value work, reduce rework and strengthen end-to-end service delivery.

Risk, Compliance and Quality Assurance | 15%

- Reinforce adherence to applicable mutual fund and securities requirements, privacy obligations, internal policies, procedures and delegated authorities relevant to the team’s work.
- Maintain effective quality assurance, supervisory and escalation practices; document and resolve exceptions in a timely manner.
- Identify operational, regulatory, conduct and reputational risks, escalating material concerns and supporting corrective action.
- Support audit, compliance review, control testing and issue-remediation activities by maintaining accurate evidence and demonstrating consistent process execution.

📌 Assistant Manager, Wealth Sales Support (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines