Lead Meridian Wealth Management strategy from Toronto in a hybrid regional leadership role requiring financial services sales management expertise. The Regional Vice President Wealth provides direction for implementation and ongoing support of Meridian’s Wealth Management strategy. You will lead Senior Financial Planners, Financial Planners, Private Investment Advisors, and Associates while supporting sales plans, budgets, operational goals, and member experience. The role includes regular travel throughout Central and Eastern Ontario. Key Responsibilities:
Lead, coach, develop, and recruit wealth advisory teams Enforce practice management standards and conduct performance reviews Support complex financial planning and investment solutions Lead change initiatives and manage regional wealth results Monitor audits, compliance requirements, and advisor file reviews Requirements:
Bachelor’s degree, diploma, or equivalent experience Seven to ten years’ related financial services sales management experience IIROC or MFDA licensing In-depth Wealth Management products and services knowledge Financial Planning designation or insurance license is an asset Apply regional leadership, wealth expertise, coaching, and compliance knowledge to support Meridian members and advisors.
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Contact Details:
Meridian Credit Union Limited Recruitment Team
