Regional Vice President Wealth in Toronto

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.

The Regional Vice President Wealth provides leadership and direction for the implementation and ongoing support of Meridian’s Wealth Management strategy. This role collaborates with practice management to develop key practice management standards and advisor best practices, assists in the development of annual sales plans and budgets for the Wealth Management line of the business. This role is accountable for leading, directing, coaching, developing, and recruiting a team of Senior Financial Planners, Financial Planners, and/or Private Investment Advisors and Associates whose competencies include financial planning and investment services, to achieve established sales targets and operational goals. The Regional Vice President of Wealth also provides consultative support to Branch Managers and other licensed positions. This role will support an integrated approach to wealth within Meridian by researching and recommending strategies to expand products and services offered by Wealth Management.

Key Responsibilities

• Management of Senior Financial Planners, Financial Planners, and Private Investment Advisors by enforcing practice management standards, conducting performance reviews, developing annual sales plans, coaching for success of sales and services targets, and providing ongoing training and development.
• Provides advice and support to Senior Financial Planners and Financial Planners to implement, develop and access complex and comprehensive financial solutions that may require a higher level of expertise.
• Provide subject matter expertise to the Wealth distribution channel.
• Responsible for the recruitment, promotion, exit, and succession of wealth advisors in an assigned team.
• Provide new ideas to Senior Financial Planners and Financial Planners to help them develop business, grow portfolios according to established segment targets, and deliver excellent Wealth advice resulting in an exceptional Member experience.
• Work collaboratively with internal partners and develop relationships with key external partners to maximize the effectiveness of the distribution network and develop an integrated, seamless experience for our Members.
• Collaborate effectively with the District Vice Presidents in the region to support community events, business development activities, and other business partnerships.
• Lead major change initiatives in support of business strategies and ensure successful implementation.
• Manage risk and minimize losses through reviews of audit results, ongoing monitoring, and ensuring compliance requirements are met in accordance with Policies and Procedures and regulatory, legal, and ethical requirements.
• Enhance Meridian’s profile in the community by participating in worthwhile business and community activities and seeking out and creating opportunities to promote Meridian’s products and services.
• Develop a highly engaged, diverse, and capable team to execute wealth strategies and build strong relationships with Members.
• Develop and share ongoing industry-wide best practices, sales, marketing, and business development ideas and strategies with peers, Senior Wealth Advisors, and Wealth management leadership.
• Stay current on regulations and industry changes and develop strong COIs within the industry.
• Provide input to the development of annual sales targets, performance criteria, reward and recognition programs, compensation programs, and integrated key performance indicators.
• Follow up on outstanding member items for wealth advisors in the assigned team and assist in finding acceptable resolutions.
• Conduct regular wealth advisor file reviews to ensure proper execution of policies and procedures, and adherence to compliance requirements and standards.
• Educate staff in all areas of sales, compliance, and ensure all staff are up-to-date on changes.
• Promote and champion Wealth Management throughout the delivery channel and Meridian.
• Accountable for the overall wealth results for the region.

Knowledge, Skills & Abilities

• Bachelor’s Degree or diploma or equivalent experience.
• 7 to 10 years of related experience in financial services sales management.
• Financial Planning designation an asset.
• IIROC or MFDA licensed.
• In-depth knowledge and understanding of Wealth Management products and services.
• Planning and analytical skills.
• Organization and time management skills.
• Presentation skills.
• Insurance license is an asset.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: $123,400.00 to $185,200.00 CAD. Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Office Location: Toronto Corporate Office with the ability to travel to various retail branches within Central and Eastern Ontario. This is a hybrid work opportunity.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with your colleagues.
• This is not your typical "corporate" job. We work hard and we have fun!

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology - Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset.
• Critical Thinking - The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven - Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility - Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview. Thank you for your interest in Meridian Credit Union.