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About the Role

The Regional Vice President Wealth provides leadership and direction for the implementation and on-going support of Meridian’s Wealth Management strategy. This role collaborates with practice management to develop key standards and advisor best practices, and assists in the development of annual sales plans and budgets for the Wealth Management line of business. The 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 to achieve established sales targets and operational goals. Additionally, the Regional Vice President of Wealth provides consultative support to Branch Managers and other licensed positions, and supports an integrated approach to wealth by researching and recommending strategies to expand products and services offered by Wealth Management.

Responsibilities

Management of Senior Financial Planners, Financial Planners, and Private Investment Advisors by enforcing practice management standards, conducting performance reviews, in the development of 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 the internal partners and develop relationships with key external partners in order to maximize the effectiveness of distribution network and develop an integrated, seamless experience for our Member
Collaborates effectively with the District Vice Presidents in the region to support community events, business development activities, and other business partnerships
Leads major change initiatives in support of business strategies and ensures the successful implementation
Manages 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
Enhances 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
Develops a highly engaged, diverse and capable team to execute wealth strategies and build strong relationships with Members
Develops and shares ongoing industry wide best practices, sales, marketing and business development ideas and strategies with peers, Senior Wealth Advisors and Wealth management leadership
Stays current on regulations and industry changes and develops strong COI’s within the industry
Provides input to the development of annual sales targets, performance criteria, reward and recognition programs, compensation programs and integrated key performance indicators
Follows up on outstanding members items for wealth advisors in assigned team and assists in finding acceptable resolutions
Conducts regular wealth advisor file reviews to ensure proper execution of policies and procedures, and adherence to compliance requirements and standards
Educates staff in all areas of sales, compliance and ensures all staff are up-to-date on changes
Promotes and champions Wealth Management throughout the delivery channel, and Meridian
Accountable for the overall wealth results for the region

Requirements

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
Regular travel throughout the province
Member Focus - Personally demonstrating that our Members are our highest priority
Sales Management
Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service
Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships
Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively
Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals
Integrity - Doing the right thing by always acting with openness, honesty and respect
Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports
Risk Manager - Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Skills

Wealth Management
Financial Planning
Sales Management
Risk Management
Talent Development
AI-enabled technology
Microsoft Power Platform
Generative AI productivity tools
Microsoft Copilot

Location

Toronto Corporate Office
Central Ontario
Eastern Ontario

Work Type

Hybrid

Experience Level

7 to 10 years of related experience in financial services sales management

Education Level

Bachelor’s Degree or diploma or equivalent experience
Financial Planning designation
IIROC or MFDA licensed
Insurance license

Salary/Compensations

$123,400.00 to $185,200.00 CAD

Benefits

Inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success
Tools and technology needed to delight candidates and clients
Opportunity to work with and learn from diverse industry leaders and colleagues
Hybrid work arrangements with in-person office time to collaborate, innovate, and build relationships with colleagues

About the Company

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.
We want you to grow with us and have an experience that’s different.
This is a place where you can expect the unexpected.
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 confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
Meridian 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.

Equal Opportunity

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.