Wealth Distribution Strategy Director (St. Catharines)

Wealth Distribution Strategy Director (St. Catharines)

04 Nov
|
Meridian Credit Union
|
St. Catharines

04 Nov

Meridian Credit Union

St. Catharines

Lead Wealth distribution strategy at Meridian from the Toronto Corporate Office, using growth planning and advisor-capacity expertise in a hybrid setting. As Director of Distribution & Activation, you will own Wealth growth priorities, distribution strategy, advisor capacity, and commercial requirements. You will shape referral ecosystems, advisor recruitment, practice modernization, and specialized channels. The work supports member relationships, advisor productivity, and growth across assets under administration, insurance revenue, and advice penetration.

Key Responsibilities
- Develop and execute Wealth growth strategies and priorities
- Govern referral ecosystems, campaigns, leads, and segment strategies
- Maintain multi-year distribution and growth roadmaps
- Set direction for Wealth distribution channels and partners




- Lead advisor capacity, recruitment, onboarding, and productivity programs

Requirements:
- Fourteen-plus years in wealth management or related fields
- Expertise in wealth distribution, growth strategy, and business development
- Experience leading growth programs and advisor-capacity initiatives
- Undergraduate degree in business, finance, economics, or related discipline
- Executive communication, governance, analytical, and financial-modelling skills Bring Wealth strategy, distribution leadership, and advisor-capacity expertise to Meridian’s Toronto-based hybrid growth mandate.

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

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