11 Nov
|
Meridian Credit Union
|
Canada
11 Nov
Meridian Credit Union
Canada
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.
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📌 Wealth Distribution Strategy Director Toronto (Canada)
🏢 Meridian Credit Union
📍 Canada