Vice President, Wealth

Meridian Credit Union • Toronto, ON

9d • Hybrid

About The Position

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.

Requirements

• 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 drive large‑scale change and new ways of working
• Proven ability to design a Wealth sales strategy and execute at scale
• Strong understanding of financial planning and advice models, insurance, and complementary product offerings
• Experience driving a shift toward more digital solutions and service delivery models with the optimal balance of in-person member advice and support
• Demonstrated ability to build and leverage Wealth ecosystem partnerships
• Exceptional written and verbal communication skills and executive presence
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Nice To Haves

• Industry designations (e.g., CFP, CFA, CIM) or equivalent experience preferred
• Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Responsibilities

• 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
• 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
• 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, collaborative partner across Retail, Business Banking, Risk, and Corporate functions
• 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)

Benefits

• An inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• Tools and technology needed to delight your candidates and clients!
• Work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn't your typical "corporate" job. We work hard and we have fun!

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees