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About the Role

This role accelerates growth by leading the development, prioritization, and commercial mobilization of Wealth-specific growth programs. It is accountable for expanding advisor capacity, improving business development effectiveness, deepening member relationships, and supporting sustainable growth in assets under administration, insurance revenue, advice penetration, and advisor productivity. This role owns the strategy and objectives for Wealth growth, including priorities, distribution strategy, advisor capacity, practice model evolution, business requirements, and targeted commercial outcomes.

Responsibilities

Lead the development and execution of Wealth growth strategies by identifying, evaluating, and prioritizing growth opportunities through analysis of market trends, competitive positioning, member needs, and channel performance.
Define and govern Wealth requirements for referral ecosystems, campaigns, lead management, and segment strategies for mass affluent and high-net-worth members.
Define and maintain a multi-year Wealth distribution and growth roadmap, translating enterprise strategy, market opportunities, and member needs into prioritized initiatives.
Set strategic direction and growth priorities for the Wealth Advice Centre, Insurance Advisory, IPC, planning specialization, and emerging advisory models.
Define the role, value proposition, target segments, and growth expectations of each Wealth distribution channel.
Lead the evaluation and development of emerging advisory and distribution models that extend market reach and improve access to advice.
Champion collaboration with enterprise and external wealth partners.
Own advisor capacity strategy, recruitment requirements, and onboarding standards.
Establish frameworks that accelerate early productivity, strengthen retention, and align coverage to member demand.
Develop multi-year advisor capacity and workforce plans using member demand, market potential, and advisor productivity.
Advance advisor practice model considerations, retirement and book-transition programs, book optimization and acquisition, and scalable service models.
Lead the evolution of advisor capabilities, productivity, and service delivery.
Lead strategic growth governance through the Wealth Operating Council.
Drive cross-functional delivery, clarify decision rights, manage dependencies, and escalate material funding or risk issues.
Lead and develop a team of specialized professionals and leaders, fostering a culture of accountability, collaboration, and continuous improvement.
Build succession depth across Wealth distribution functions through coaching, talent development, and workforce planning.

Requirements

Undergraduate degree in business, finance, economics or a related discipline, or an equivalent combination of education and experience.
Fourteen plus years (14+) of significant progressive experience in wealth management, distribution strategy, sales leadership, practice management or business transformation.
Demonstrated experience leading growth programs, advisor-capacity initiatives, cross-functional delivery and people teams.
Experience operating in a regulated financial services environment and working with external wealth partners is preferred.
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.
The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options, and continuously learn and grow.

Skills

Expertise in wealth distribution, growth strategy, advisor productivity, referral ecosystems and business development.
Strong knowledge of virtual and in-person advisor practice models, capacity planning, recruitment, onboarding and succession.
Demonstrated ability to develop enterprise growth strategies, commercial business cases and multi-year distribution roadmaps.
Strong understanding of distribution economics, investment prioritization, financial modelling and value-realization measurement.
Ability to translate enterprise opportunities into scalable Wealth requirements, operating routines and measurable outcomes.
Advanced analytical, financial and performance-management skills, including interpretation of growth, capacity and conversion data.
Strong executive communication, ability to influence results across indirect reporting structures, negotiation, stakeholder management and governance skills.
Knowledge of wealth operations, regulatory and conduct expectations, member experience, marketing activation, CRM and digital enablement.
Proven people leadership and ability to lead through matrix relationships, councils and cross-functional working groups.
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience.

Location

Toronto Corporate Office
St. Catharines office (travel as needed)

Work Type

Hybrid work opportunity
Remote work policy with minimum one day per week in the office

Experience Level

Fourteen plus years (14+) of significant progressive experience in wealth management, distribution strategy, sales leadership, practice management or business transformation.

Education Level

Undergraduate degree in business, finance, economics or a related discipline, or an equivalent combination of education and experience.
Relevant wealth, financial-planning, insurance or investment-industry designation is preferred.

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.
Not your typical “corporate” job; work hard and have fun!

About the Company

Meridian's aspiration is to integrate purpose into everything they do for people, the planet, and communities.
Meridian believes that their greatest opportunity is to create opportunity and meet people where they are.
Meridian is not just adapting to the future—they are shaping it.
Meridian sees talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.
Meridian is 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.